Schultz Collins

At Schultz Collins, we're committed to providing personalized investment counsel to individuals, families, and institutional investors. Our team of experienced professionals understands that each client is unique, with their own set of goals, needs, and circumstances. That's why we take a thorough and customized approach to understanding each client's financial situation and developing a tailored investment strategy to help them achieve their financial goals.

Our Services

Our primary business is the supervision of investment portfolios customized to the particular needs of each client. We provide investment counsel to three sorts of clients: individual investors, retirement plans, and institutions - trusts, foundations, endowments, and corporate accounts. We're not a broker-dealer, and we don't take discretion over client portfolios; instead, clients are involved with every decision in the management of their portfolios.

We offer a range of services designed to help clients achieve their financial goals. These services include:

• Investment counsel: We develop customized investment strategies tailored to each client's individual needs and goals.
• Financial planning: We help clients make informed decisions about their financial futures by providing guidance on everything from budgeting and saving to investing and tax planning.
• Litigation consulting: We provide expert assistance in court-ordered financial and estate disputes.
• Portfolio supervision: We monitor and manage client portfolios to ensure that they remain aligned with each client's goals and risk tolerance.

Our Approach

At Schultz Collins, we believe that a good decision-making process significantly improves the odds of a successful outcome. That's why we take the time to understand our clients' goals, risk tolerance, and investment preferences before developing a customized investment strategy. We recognize that clients prefer to make decisions based on facts and data rather than investment predictions and stories that elicit fear or greed.

About Us

Schultz Collins was founded in 1995 by Dale Schultz, Patrick Collins, and Kristor Lawson in San Francisco, California. Our founders had been colleagues and friends for many years at various other financial firms. They had each formed similar ideas about how financial advice ought to be provided, and they decided to start an independent advisory firm that would do things in what they had each decided was the right way. We're committed to putting our clients' interests first and providing personalized investment counsel that is tailored to their unique needs and goals.

Our History

Over the years, Schultz Collins has grown to become one of the larger independent investment advisory firms in Northern California. In 2020, we joined forces with Hightower Advisors, LLC, a national investment advisory firm, and together we have catapulted forward in all our work. With Hightower's scale and dedicated support, we've been able to expand our services and expertise, while remaining committed to our core values of integrity, professionalism, and personalized service.

Why Choose Us

So why choose Schultz Collins? For starters, we're a fee-based investment advisory firm, which means that our advisors' interests are aligned with our clients'. We don't take commissions or incentives that might influence our investment recommendations. We're also committed to providing personalized service, which means that you'll work directly with our experienced advisors who will take the time to understand your goals and develop a customized investment strategy tailored to your needs. And, as a testament to our commitment to putting our clients first, we've been nationally recognized for our expertise in fiduciary issues.