Investment Management Services

WE DON’T JUST HELP YOU NAVIGATE MARKETS, WE HELP YOU NAVIGATE LIFE

Our Unique Approach To Investment Management

As our client, you may have the opportunity to invest in private equity, real estate, energy interests, and other niche investments.

You Won’t Be Invested In a Pre-Packaged,
One-Size-Fits-All Portfolio Model

We take the time to understand your goals and custom-build a portfolio to your needs, using investments beyond the traditional choices, such as private credit, real estate, energy, and other alternative strategies. Our goal is to help you meet your expectations for a comfortable lifestyle and financial independence.

We Offer Niche Investments
That Help Build Wealth

Wealth comes from ownership, whether it’s private equity, commercial property, oil and gas properties, or other directly held assets. We combine these types of investments with traditional stock and bond holdings to structure a diversified portfolio to help you reach your investment goals.

Our First Priority is
Portfolio Risk Management

We strive to reduce downside volatility and generate consistent long-term returns from a strategically-diversified portfolio you can hold with certainty even during uncertain times.

We Invest In Managers
with Content Expertise

Our approach is to find and choose active managers who can execute specific investment strategies.

Our Due Diligence Doesn’t Stop
When Your Investments Start

We carefully research investments before they are added to your portfolio and continuously monitor them for any changes in strategy, personnel, risks, returns, or fees.

We Don’t Predict the Future,
We Help You Prepare For It

We use scenario planning to stress test your portfolio. The results help us determine how to help manage risks while protecting and growing your assets.

Please Note: Any reference to private equity or private real estate is not to be construed as a statement regarding any specific private investment funds.

Sophisticated Investment Strategies

Click each asset class for details

Diversifying ACROSS Traditional Assets

EQUITIES

We believe a value-driven approach to equity investing offers the best potential for strong long-term returns and wealth generation. As a result, we target active managers who use fundamental research to uncover stocks considered to be significantly undervalued or out-of-favor.

To ensure broad diversification, we consider strategies spanning the full spectrum of equity styles, market capitalizations, industry sectors, and geographic regions – including the U.S., developed foreign countries, and emerging markets.

FIXED INCOME

Our clients access the yield, stability, and diversification potential of bonds primarily through multi-sector managers investing in various areas of the global market, such as: U.S. Treasuries and foreign government bonds, investment grade and high yield bonds, floating rate notes, convertible and mortgage-backed securities.

Diversifying BEYOND Traditional Assets

ALTERNATIVE ASSETS

Chosen managers use a variety of alternative investment strategies that bring added diversification to a traditional portfolio of stocks and bonds. By pursuing capital preservation first and long-term appreciation second, these strategies may provide investors with a smoother ride and smaller losses during volatile markets: gold and precious metals, hedged equity, hedged corporate credit, middle market lending, tactical trading strategies, market neutral, event driven, and private equity.

 

ENERGY

We often recommend energy as a diversification tool and hedge against inflation. Qualified clients have access to a broad range of private investment opportunities, including: mineral royalty interests, ownership of oil and gas reserves, operating and non-operating working interests, and energy infrastructure projects, such as pipelines and storage facilities.

 

PRIVATE REAL ESTATE

We have long standing relationships with private real estate managers investing directly in defensive, distressed, or opportunistic real estate. Examples include: multi-family properties, student housing, self storage facilities, commercial projects, sale-leaseback transactions, build-to-suit projects, medical office buildings, rehabilitation hospitals, and other healthcare-related projects.

The SFG Difference

We’ll never make an investment transaction without first contacting you to explain our thinking, discuss risks, set return expectations, and get your approval to proceed.

investment management SFG White Logo

The SFG Difference

Unlike most advisors, we’ll never make an investment transaction without first contacting you to explain our thinking, discuss risks, set return expectations, and get your approval to proceed. It’s more work for us but a better experience for you.

"Where you want to go in life is up to you. How to help you get there is up to us."

Contact us today to start your journey...

Contact

Schultz Financial Group Inc.
10765 Double R Blvd. Suite 200
Reno, NV 89521
Phone: (775) 850-5620
Fax: (775) 850-5639
Email: info@sfginc.com

"Where you want to go in life is up to you. How to help you get there is up to us."

Contact us today to start your journey...

Contact

Schultz Financial Group Inc.
10765 Double R Blvd. Suite 200
Reno, NV 89521
Phone: (775) 850-5620
Fax: (775) 850-5639
Email: info@sfginc.com

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Design by Jason Design Studio
Design by Refresh Design Services
Copyright © 2017 Schultz Financial Group Inc.