D.H.R Investments

Who We Are & What We Mean to Do

Schultz Collins Investment Counsel was founded in 1995 by Dale Schultz, Patrick Collins, and Kristor Lawson in San Francisco, California. Driven by their shared vision of prioritizing client needs and upholding the highest ethical standards, they established the firm to offer personalized investment guidance and comprehensive financial planning.

Our team of experienced professionals work collaboratively to understand your unique goals, risks, and aspirations. We partner with you to develop and implement customized investment strategies that align with your individual financial circumstances and aspirations. We take a holistic approach, considering all aspects of your financial life to create a cohesive and personalized plan.

Our Approach to Investment Management

Our investment process is built on a foundation of thorough research, rigorous analysis, and unwavering fiduciary responsibility. We adhere to a disciplined approach that considers both quantitative and qualitative factors to make informed investment decisions.

• Insight: We provide clients with clear and concise information based on factual data rather than speculative opinions or emotional narratives.
• Process: We meticulously outline every step of the decision-making process and utilize diverse strategies to maximize potential outcomes.
• Education: We empower clients with knowledge and understanding of their investments by providing ongoing education resources and explanations.
• Advice: Our recommendations evolve and adapt to changing circumstances, ensuring that your portfolio remains aligned with your evolving goals and objectives.

Who We Serve

Schultz Collins caters to three primary client segments:

• Individuals & Families: We guide individuals and families in making prudent investment and financial planning decisions.
• Institutional Investors: We provide sophisticated guidance and expertise to institutional clients, including retirement plans and endowments.
• Institutional Investors: We leverage our deep understanding of trust and litigation experience to offer customized investment solutions for fiduciaries.