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Schultz Investment Advisors provides clients with:
  Annual Performance Results  
  Experience & Commitment  

 
 
 

Welcome to Schultz Investment Advisors

 

SIA is a Registered Investment Advisor dedicated to working with financial professionals and their clients to meet specific investment objectives.

 

SIA has built its long-term track record through different market cycles by following two important principles:

  • SIA invests primarily in closed-end mutual funds.

  • SIA is a manager of separate accounts and tailors the asset allocation mix of each individual portfolio to the client’s stated objectives and risk tolerance.

We invite you to explore this site to learn more about our investment approach, our track record and the potential benefits of investing in closed-end mutual funds.


Why Closed-End Mutual Funds | About Schultz Investments | SIA Mutual Fund Approach | SIA Closed-End Mutual Fund Strategies

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To find out how SIA can work for you, please call 800-3-MONEY-5 or e-mail us at inquiries@schultzinvestmentadvisors.com. You may also download the SIA Overview.pdf (requires Adobe Acrobat Reader).

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