Scholtz & Company, LLC. was founded in 1994 as a wealth management firm located in New York City. Our firm provides personalized asset management services to high net worth individuals and institutions.
We are proud to say that we have established close, long-term relationships with our clients, tailoring each portfolio to meet the client's specific investment goals and risk profiles.
We currently offer All Cap Equity, Balanced and Income strategies. In October 2005, we launched a Large Cap Equity strategy which focuses on the Russell 1000 stocks.
Our All Cap Equity accounts are growth oriented, constructed to outperform the S&P 500 while maintaining below market volatility.
Our Balanced accounts seek to invest in an optimal blend of high-grade bonds and equities. Asset allocation will vary within a range determined by our outlook for fixed income and equity markets.
Our Income Portfolio is a unique product combining low volatility and high current yield, with ample opportunity for capital appreciation.
Our Large Cap Equity strategy is similar to our All Cap Equity strategy, except that it is solely focused on the Russell 1000 universe in order to lower risk.
If you have any questions or would like to discuss any of our products or services, please do not hesitate to Contact Us. We would be happy to review a sample portfolio with you either in person or on the phone.
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