Schultz Financial Mgmt Corp

Risk-Controlled Portfolios for Serious Investors

Schultz Financial Mgmt Corp ("SFMC") is a boutique investment firm that specializes in the active management of risk-controlled portfolios for investors who seek attractive investment returns with less risk than a more passive diversified asset allocation approach commonly used by financial advisors.

We believe that the key to successful investing is to follow a disciplined investment approach that opportunistically seeks out superior performance during favorable market conditions, but reduces market exposure during market down-trends in order to preserve capital.  This is contrary to the conventional "diversify and hold" investment approach which tends to stifle investment performance without adequately reducing risk during bear markets.

We perform money management in-house using an investment approach that combines asset diversification, trend following techniques, and a quantitative methodology for security selection as described in our Investment Approach section.

Our Mission Statement

Deliver superior investment performance using a risk-controlled approach that gives our valued client's financial "peace of mind" during all market conditions.