Business Details
31 Years
experience
Your Trusted Partner for Investment Advisory Solutions
Founded in 1995, Schultz Collins has established itself as a premier investment advisory firm dedicated to serving individuals, retirement plans, and institutions. Our team of seasoned professionals brings an average of over 25 years of experience in financial services, operating entirely on a fee-based model while adhering rigorously to the fiduciary standard. We specialize in custom portfolio supervision, financial planning, and litigation consulting, ensuring every recommendation aligns with our clients' unique goals and circumstances. Our non-discretionary approach empowers clients to make informed decisions through comprehensive education and transparent communication. With a deep understanding of financial economics, legal frameworks, and market dynamics, we provide tailored solutions that adapt to evolving client needs and market conditions.Our proprietary WealthCaster software enhances decision-making by modeling potential outcomes and documenting client preferences for long-term portfolio management. As a nationally recognized leader in fiduciary practices, we merged with Hightower Advisors in 2020 to expand our capabilities while maintaining our commitment to client-centric service. Our expertise extends to trust, endowment, and foundation investment policies, supported by decades of experience in fiduciary litigation support. We prioritize cost efficiency by identifying and reducing hidden portfolio expenses, ensuring clients retain maximum value from their investments. Through continuous evaluation and adaptation, we help clients navigate complex financial landscapes with confidence and clarity.
Services
Investment Advisory
Portfolio Management
Financial Planning
Fiduciary Consulting
Litigation Support
Details
- Year established: 1995
Highlights and features
- We have over 25 years of experience in financial services
- We adhere to the fiduciary standard, prioritizing client interests
- Our proprietary WealthCaster software enhances investment decision-making
- We provide litigation consulting expertise from decades of fiduciary experience
- Our non-discretionary approach ensures client involvement in all decisions
Associations and certifications
- SEC registered investment adviser
Services
Investment Advisory
Our investment advisory services focus on creating customized strategies aligned with client goals. We provide continuous market analysis, risk assessment, and portfolio adjustments while maintaining strict fiduciary standards. Our non-discretionary approach ensures clients remain actively involved in decision-making through comprehensive education and transparent reporting.
Fiduciary Consulting
Specialized consulting for fiduciaries managing trusts, endowments, and foundations. We offer litigation support, policy development, and compliance guidance based on decades of experience with fiduciary standards. Our services help institutional investors meet legal obligations while optimizing portfolio performance through objective analysis.
Financial Planning
Comprehensive financial planning services that integrate investment management with long-term wealth goals. Using proprietary WealthCaster software, we model potential outcomes for distribution strategies, tax optimization, and life event planning. Our approach adapts to changing circumstances while maintaining focus on client-defined objectives.
Litigation Support
Expert litigation support services for fiduciary breach cases. Our team provides detailed analysis of portfolio management practices, investment decisions, and compliance with fiduciary standards. We combine deep industry knowledge with practical insights from decades of advisory experience to support legal professionals and institutional clients.
Portfolio Management
Custom portfolio management services that emphasize cost efficiency and risk-adjusted returns. We continuously monitor and adapt investment strategies to changing market conditions while maintaining strict adherence to documented client preferences. Our approach combines quantitative analysis with personalized service for both individual and institutional clients.
People
Dale Schultz
Principal Emeritus
Co-founder with over 25 years of investment experience. Pioneered fiduciary advisory practices that became industry standards. Now serves in an emeritus role guiding strategic initiatives.
Patrick Collins
Principal Emeritus
Co-founder and industry veteran with extensive fiduciary expertise. Instrumental in developing the firm's litigation consulting practice. Continues to contribute through mentorship and special projects.
Kristor Lawson
Principal
Co-founder and current principal overseeing investment strategy. Recognized authority on fiduciary standards with decades of advisory experience. Leads portfolio management and client education initiatives.
Kenneth Clift
Principal & Director of Advisory Services
Senior leader with 25+ years of experience managing advisory services. Specializes in institutional client relationships and portfolio strategy development. Ensures consistent application of fiduciary principles across all client engagements.
Huy Lam
Principal & Director of Analysis
Principal and analytical expert with deep quantitative skills. Oversees investment analysis and risk modeling. Develops proprietary tools like WealthCaster to enhance client decision-making capabilities.
Questions
What investment services does Schultz Collins offer?
We provide fiduciary investment advisory services including portfolio management, financial planning, risk modeling, and litigation consulting for individuals and institutions.
How does Schultz Collins approach client relationships?
We operate non-discretionarily, ensuring client involvement in all decisions through education, transparent communication, and proprietary technology like WealthCaster.
What makes Schultz Collins different from other advisors?
Our rigorous adherence to the fiduciary standard, 25+ years of average team experience, and proprietary decision-making tools distinguish our client-centric approach.
Do you work with institutional investors?
Yes, we specialize in fiduciary consulting for trusts, endowments, foundations, and corporate accounts with specialized litigation support expertise.
How are your fees structured?
We operate entirely on a transparent, fee-based model without product sales or hidden charges, focusing on reducing portfolio expenses for clients.
