Schultz Financial Mgmt Corp

 

Risk-Controlled Portfolios for Serious Investors

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Consolidated Reports:

 

Black Diamond Performance Reporting

 

 

 

Brokerage Accounts:

 

TD Ameritrade Accounts

 

Foliofn Accounts

 

 

 

College Savings Plans:

 

TD Ameritrade 529 Plan

 

Vanguard 529 Plan

 

 

 

Brochure Narrative

 

ADV Part 2 dated 3-31-2011.pdf

 

 

 

Secure Document Sharing:

 

https://schultzfinancial.sharefile.com/

 

 

 

 

These links are only for Clients who want to view their accounts.

 

Note that if you click on these links you will leave this website.

 

If you have any problems accessing your account information by using the links from this web site, then open a new window in your browser and access your accounts directly at the web site(s) where your accounts are held.

 

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