Schultz Collins

Specialties

As independent investment advisors to individuals and trusts, we deliver objective financial advice and wealth management insight with risk mitigation overlays. Our client portfolios are globally diversified, low cost, and tax efficient.

We serve as investment counsel for three general categories of clients: individual investors, retirement plan sponsors, and institutional investors (trusts, foundations, endowments, and corporate accounts). Our clients are attorneys, entrepreneurs, businesses, non-​profits, trusts and endowments who want a comprehensible and rational solution for a complex problem: the prudent supervision of financial assets.

As a fee only advisor, Schultz Collins promotes the fiduciary standard, and is nationally recognized for our expertise on fiduciary issues.

Specializations: Retirement planning, Asset Management, IRAs, Risk Management, Wealth Preservation, Charitable Giving, Trust Distribution Planning.

History

Established in 1995.

Schultz Collins, Inc. is an SEC-​registered independent investment advisory firm headquartered in San Francisco, California with satellite offices in Washington, D.C. and Towson, MD. Our primary business is the supervision of portfolios for retirement plans, institutions, and individual investors, directly supervising or consulting on approximately $ 2.8 billion in client assets (as of 12/​31/​2013).

The three principals are Dale Schultz, Patrick Collins and Kristor Lawson, all of whom sit on the firm’s management and investment committees. We registered with the SEC as an investment advisor in 1994, then incorporated and began serving clients in January 1995. The principals and advisors average more than 25 years of investment and financial services experience.

Meet the Manager

Jeremy W.

Manager

Jeremy Wolf (Senior Advisor) has been working in financial services since he joined Schultz Collins in 2001. As a Schultz Collins Investment Advisor, Mr. Wolf participates in every aspect of portfolio supervision for the firm’s clients, having served both as senior analyst and head trader. He is expert in the utilization of indices in the statistical analysis and evaluation of investment vehicles and client portfolios.

Prior to joining the firm, Mr. Wolf was a business consultant both to small private and large public firms. From 1994 to 1997, he was Associate Director of the International Group of Philip Services, Inc. He studied environmental sciences and chemistry at the University of California at Berkeley, and holds an MBA from Columbia University. He is fluent in Spanish and Portuguese and has lived in Venezuela and Brazil.