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.
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 >