About the Business
As independent investment advisors to individuals and trusts, we deliver objective financial advice and wealth management insight with risk mitigation overlays. Our client portfolios are globally diversified, low cost, and tax efficient.
We serve as investment counsel for three general categories of clients: individual investors, retirement plan sponsors, and institutional investors (trusts, foundations, endowments, and corporate accounts). Our clients are attorneys, entrepreneurs, businesses, non-profits, trusts and endowments who want a comprehensible and rational solution for a complex problem: the prudent supervision of financial assets.
As a fee only advisor, Schultz Collins promotes the fiduciary standard, and is nationally recognized for our expertise on fiduciary issues.
Specializations: Retirement planning, Asset Management, IRAs, Risk Management, Wealth Preservation, Charitable Giving, Trust Distribution Planning.
Reviews (0)
Click to RatePublisher Info
- Schultz Collins, Inc. is an SEC-registered independent investment advisory firm headquartered in San Francisco, California with satellite offices in Washington, D.C. and Towson, MD. Our primary business is the supervision of portfolios for retirement plans, institutions, and individual investors, directly supervising or consulting on approximately $2.8 billion in client assets (as of 12/31/2013). The three principals are Dale Schultz, Patrick Collins and Kristor Lawson, all of whom sit on the firm's management and investment committees. We registered with the SEC as an investment advisor in 1994, then incorporated and began serving clients in January 1995. The principals and advisors average more than 25 years of investment and financial services experience.
- (415) 291-3000
- 455 Market St Ste 1250, San Francisco, CA 94105
- Visit Website
Opening Time
-
Mon
9:00 AM - 5:00 PM
-
Tue
9:00 AM - 5:00 PM
-
Wed
9:00 AM - 5:00 PM
-
Thu
9:00 AM - 5:00 PM
-
Fri
9:00 AM - 5:00 PM
-
Sat
Closed
-
Sun
Closed