Client-focused values

Schwartz & Co. was built on a foundation of delivering exceptional client service and financial expertise by Gregory J. Schwartz, Sr in 1976. Today, we honor this fundamental commitment to our clients - a priority that hasn’t changed since our inception.

Schwartz & Co. today is led by the five Schwartz sons and their extended team of financial professionals, and offers a full suite of investment services for institutions and families. 

50 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.