Home

Schultz Financial Mgmt Corp

Risk-Controlled Portfolios for Serious Investors

Schultz Financial Mgmt Corp is a SEC Registered Investment Advisory firm that provides tailored fee-only financial planning and investment management services to families and individuals.

We are a small boutique-style firm and provide a very unique service. We specialize in managing risk-controlled portfolios for investors who seek attractive investment returns with less risk than a traditional diversified mutual fund portfolio. This is achieved by our investment approach which combines asset diversification and trend following methods as described in our "Investment Approach" section.

Because of our dedication to providing the best possible service to our existing clients, we are very careful to only select new clients that we believe will be a good match for our services and our investment style.

Our Mission

"To provide outstanding service and investment results using a risk-controlled approach that gives our clients' financial "peace of mind" during all market conditions.

In-House Money Mgmt

Unlike most financial advisors who use mutual funds or external managers, we perform money management in-house, thereby eliminating an extra layer of fees.

Real Estate Investments

We recognize the value of income earning real estate in a portfolio and help our clients invest in units of apartment buildings or REITs that provide attractive income that increases over time.

Stock Options & Grants

We help investors with a large number of employer stock grants or options develop a strategy for preserving and divesting of those assets in a manner that that prudently balances tax implications and risk.