Firmly rooted in client-focused values

Our firm was built on a foundation of delivering exceptional client service and focused financial expertise by Gregory J. Schwartz in 1976. We honor a fundamental commitment to our clients…a priority that hasn’t changed since our inception.

Today, with the five Schwartz sons and our extended team of financial professionals, we offer a full suite of investment services for institutions and families. Independence, trust, and community are at the core of all that we do. Investors want strong long-term performance, which is why we are focused on a disciplined investment process centered on sound investment strategies, diligent monitoring of performance and risk, competitive cost structures, and effective, consistent communication with clients.

More than 40 years ago, Greg envisioned a home where individuals, families and institutional clients could find unique strategies to attain their financial goals.  We continue to serve this vision each and every day.