At Scholtz & Company, our investment philosophy is to match proven, conservative security selection principles with a risk level appropriate to each client’s needs. Preservation of capital is a cornerstone of our philosophy. We strive to purchase assets with favorable risk profiles over both short and long term horizons.
Overall, we expect to outperform the S&P 500 by owning stocks that meet some combination of the following three conditions: below-market risk, current dividend yields and expected growth in earnings per share exceeding that of the market. Over time, this powerful combination of current income, growth and relatively low risk should provide returns superior to that of the market.
Click on the following links for more detail on our stock and bond selection processes and our overall management style.