Scholtz
  • Company
    • History
    • Team
  • Individual Investors
    • Services
    • Process
    • Management Fees
    • How to Choose the Best Investment Manager
    • Why Clients Choose Us
    • Client Relationship Summary (Form CRS)
    • FAQ
  • Consultants / Institutions
    • Security Selection
    • FAQ
  • Investment Approach
    • Balanced Strategy
    • All Cap Equity Strategy
    • Income Strategy
    • Small Cap Equity Strategy
    • Tactical Allocation
  • Performance
  • Insights
    • Selected Market Insights
    • Investment Articles
  • Contact
  • Personalization
    We tailor investments to match each individual client’s risk tolerance and long-term financial goals
  • Protection
    Our clients rest easy knowing that capital preservation is our first priority
  • Performance
    Superior investment returns have historically allowed our clients to grow their asset base and enhance their life styles

Overview

Scholtz & Company provides customized investment management services to individuals and institutions.

 

We pride ourselves on the delivery of personal attention, protection of our clients’ assets and our track record of returns over the long-term.

 

Evaluate Our Performance >

Why clients choose Scholtz & Company

Many of our clients have been with Scholtz & Co. for over 25 years and are already working to ensure that we manage their assets through their family’s next generation.

Find Out Why >
Education and Information
  • How to Choose the Best Investment Manager >
  • Selected Market Insights >
  • How Much do I Need to Retire? >
More Financial Insights >

  • Company
  • Individual Investors
  • Consultants / Institutions
  • Investment Approach
  • Performance
  • Insights
  • Contact
Phone:(203) 714-9900FAX:(203) 588-9032
107 Elm Street, Four Stamford Plaza, 5Th Floor Stamford, CT 06902
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