Scholtz & Company was established to provide clients with the necessary individual attention and customization that each client deserves. We understand that everyone is unique and must have an investment approach that accommodates his/her individual needs. As a result, our client portfolios are customized based on a variety of factors including each individual’s risk profile, income needs, time horizons and stated investment goals. We are also happy to accommodate clients with social or other unique investment considerations.
We offer All Cap Equity, Balanced and Income strategies. As of October 2005, we have also launched our Large Cap Equity strategy. The general breakdown between stocks and bonds for each investment strategy is listed below. Within these strategies, however, portfolios are modified to suit each individual client.