What We Do

We rely on decades of experience to help our clients identify their financial goals, address their concerns, and provide them with strategies that will lead to positive, long-term outcomes.

Schwartz & Co. is an independent firm with national scale that offers investment counseling and institutional (e.g., 401(k), 457(b), 401(a), and 403(b)), investment advisory services. For more than 40 years, we have helped organizations positively impact the futures of employees, while mitigating risk and reducing costs to the organizations. We are highly credentialed and specialize in serving institutional plans, acting as a trusted fiduciary partner.

In the world of institutional retirement plans, ERISA guidelines and fiduciary liability exposure is complex. We use our team’s vast knowledge and experience in the retirement plan space to help plan sponsors identify strategies that will lower their fiduciary liability exposure and enhance retirement outcomes for plan participants. 

As an independent advisory firm, we sit on the same side of the table with our clients.