Our Investment Process

By April 7, 2019
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Schulz Wealth uses Modern Portfolio Theory (MPT) as the basis for all of our portfolio decisions. We strive to identify dimensions of equity returns like momentum, value, and small-cap outperformance. Portfolio tilts are applied toward factors that have historically offered investors greater returns.

Our clients receive a personalized managed portfolio of mutual funds and/or individual stocks or bonds drawn from the universe of domestic equity, international equity, emerging markets, and fixed-income securities. Our portfolios provide broad diversification within and across asset classes. We tirelessly strive for cost and tax efficiency. Check out the video below to learn more about the Investment Process.