Home

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.

SFMC believes 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.

SFMC performs 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 the Investment Approach section.

SFMC 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 Mgmt

SFMC performs money management in-house rather than outsourcing this activity to mutual funds or 3rd party managers. Using an active rather than passive management approach, SFMC monitors and adjusts client portfolios on a daily basis.

Trend Following

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

Real Estate Income

SFMC finds and evaluates passive income producing residential real estate property for clients who want to own investment real estate in their portfolio that provides attractive income.

Stock / Option Grants

SFMC may develop and implement a plan for divesting of large individual stock / option positions in the most rewarding manner with adequate risk control. This may include evaluating and monitoring these holdings on a daily basis.