WHAT WE DO
At Scholtz & Company, we focus on providing personalized investment management services to our clients.
Our firm is unique in that we have all the investment expertise and technological capabilities of big firms but provide the personal service you would expect of a family-owned business. Additionally, Scholtz & Company provides informal financial planning services to clients free of charge or a comprehensive formal financial plan for a fee.
We pride ourselves on knowing our clients and their needs. Upon opening a new account, our Portfolio Managers thoroughly review the client’s financial needs and goals. This covers their age, retirement expectations, dependents, risk tolerance, and other investment preferences. This conversation and the conversations to follow help Scholtz & Company maintain a firm grasp of the appropriate investment strategy, style, and securities as our clients’ situations evolve.
Upon completing an initial client review, Scholtz & Company builds an investment portfolio using the appropriate mix of stocks and bonds. While many accounts are similar, Scholtz & Company offers a broad range of investment strategies that provide general parameters around which we customize individual client portfolios. This customization includes taking a client’s tax situation into account.
Unlike some competitors, Scholtz & Company does not build a portfolio and leave it untouched for years. Portfolio Managers at Scholtz & Company are constantly reviewing the stock vs. bond mix along with individual securities. The entire team strives daily to maximize return while taking on an appropriate level of risk. In times of uncertainty, accounts are moved to highly defensive positions.