Schultz Financial Mgmt Corp

 

Risk-Controlled Portfolios for Serious Investors

 

Home

Client Access Contact Us

 

 

 

 

Unique Service
Biography
Financial Planning
Investment Approach
Model Portfolios
Investment Strategies

 

 

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.

Active Management

We perform money management in-house rather than outsourcing this activity to mutual funds or third party managers.  Using an active rather than passive management approach, we monitor and adjust client portfolios on a daily basis. 

 

 Extra Risk Control

We apply strict trend following techniques to managing stock and bonds market risk.  Our objective is to reduce market exposure and preserve capital during market down-trends  

 

 

 

 

 

© Schultz Financial Management 2002