Scholtz
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    financial advisor performance
    “We are proud of our performance, through good times and bad.”

    Performance

    Through the use of fundamental, technical and quantitative analysis, Scholtz & Company’s team of Portfolio Managers and Analysts work to achieve the best possible returns for our clients while minimizing their risks. The tables & graphs under each investment strategy illustrate Scholtz & Company’s performance for each managed strategy compared to an industry standard benchmark. Please refer to the Benchmark Discussion page for an explanation about the industry benchmarks and their applicability.

    Balanced Performance

    All Cap Equity Performance

    Income Performance

    Small Cap Equity Performance

    Tactical Allocation Performance


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    Phone:(203) 714-9900FAX:(203) 588-9032
    107 Elm Street, Four Stamford Plaza, 5Th Floor Stamford, CT 06902
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