Schultz Collins is an investment counsel firm based in Walnut Creek, CA, specializing in custom portfolio supervision for individuals, families, and institutional investors. With a commitment to understanding clients' goals and circumstances, they provide informed investment recommendations based on financial economics, financial services, and the legal landscape. Their non-discretionary approach ensures that all investment decisions are made in collaboration with clients, offering a range of solution paths and ongoing updates to accommodate changing circumstances and capitalize on emerging options.
With over 25 years of experience, Schultz Collins delivers insight and promotes a good decision-making process, emphasizing facts and data over investment predictions. They aim to help clients make prudent and intelligent investment decisions by explaining the workings of the markets and the pros and cons of each investment option. As a fee-based firm adhering to the fiduciary standard, Schultz Collins is nationally recognized for their deep knowledge and experience with fiduciary issues, making them a trusted partner for managing portfolios and achieving financial success.
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