Schultz Collins, an advisory group serving individuals and families, institutional investors and retirement plan sponsors, received a strategic investment from HighTower.
The amount of the deal was not disclosed.
Beyond capital, HighTower will also provide business growth consulting, operational support to enable Schultz Collins to expand its wealth management services for new and existing clients.
with offices in San Francisco, Washington, D.C. and Towson, Md.,
Founded in 1995 by Dale W. Schultz, Patrick J. Collins and Kristor J. Lawson, Schultz Collins is a $1 billion advisory group with offices in San Francisco, Washington, D.C. and Towson, Md., serving individuals and families, institutional investors and retirement plan sponsors.
Seven of its eleven employees are advisors. Every advisor holds an advanced certification or academic degree at the CFP-, CFA- or Masters-level.
Client portfolios are customized to client purposes, circumstances, and their return and risk preferences.
FinSMEs
31/10/2019