Why Clients Choose Us

At Scholtz & Company, we think the best indicator of a financial service provider’s quality is the loyalty of its clients. We are very proud of the consistent retention level of our client base. Many of our clients have been with Scholtz & Company for over 20 years and are already working to ensure Scholtz & Company manages their assets through their family’s next generation. Our combination of individual attention, client service, and investment performance is the pillar of investment management that any client should strive to find.

Individual Attention

Scholtz & Company is a family-owned firm that knows and cares about its clients. Scholtz & Company works tirelessly to provide each client with the high level of attention they deserve. All accounts are being constantly reviewed to ensure that each investment is appropriate for the individual investor. Given the fact that Scholtz & Company does not earn commissions on the trades it makes, all accounts receive equal priority and attention.

Investment professionals typically meet with clients one-on-one annually and are always available via phone and email to discuss investment strategy, stock ideas, and financial planning. We welcome communication as a means to keeping a strong pulse on the appropriateness of investments for each client.

Client Service

When you call Scholtz & Company, you will be speaking directly with someone who cares deeply about your issues and will rapidly seek to solve your problems. We believe that since we operate as a small firm with fewer organizational layers, we can more quickly respond to clients than other larger, bureaucratic firms with endless protocols and arcane policies.

Our back-office is led by Mishaal Husain. Sara Rubesa assists Mishaal with back-office requests as well as communicates with clients to build relationships. They have both received excellent feedback from existing clients about the speed in which we respond to various ‘back-office’ type requests and questions. Our clients recognize that communication with us is easy and efficient.  Meet Mishaal & Meet Sara

Investment Performance

At the end of the day, the most important reason to choose any investment management firm is to find a firm that can consistently grow your assets at an appropriate level of risk.

Scholtz & Company is extremely proud of our historical investment performance and would challenge that very few asset managers can match it. We work endlessly to locate appropriate investments which provide optimal risk/reward opportunities.