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Mission Statement

Our primary objective at Schwartz & Co. is to further ourselves as a premier provider in the highly competitive field of investment counseling. With every client interaction, we must provide first-rate expertise, in a very attentive manner, at a fair cost. The interests of our clients will always be placed above all other considerations. We take great pride in ourselves, the work we perform, and the services we deliver. Implementation of these ideals will result in maximizing the value delivered to our company’s stakeholders: our clients, our employees, our business partners and our shareholders.