Schwarz Investment Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$180,731,831
Clients
714
Advisors
2
of 3 employees
About
Schwarz Investment Partners advises individuals, trusts, estates, charitable organizations, corporations, and pension and profit‑sharing plans, offering discretionary portfolio management, integrated financial planning and consulting, and retirement plan and IRA advisory services. The firm provides ongoing advisory relationships rather than standalone planning engagements and manages portfolios using a broad range of securities.
The firm relies on fundamental analysis and develops a written investment policy for each client following in‑depth interviews, implementing discretionary allocations while allowing clients to place reasonable investment restrictions. For ERISA plan clients the firm accepts Section 3(38) fiduciary responsibility, maintains written IPS documents, conducts formal quarterly investment reviews with a documented watch‑list protocol (including a 180‑day resolution process), and performs annual PTE 2020‑02 retrospective compliance reviews.
Schwarz Investment Partners manages roughly $185 million for 714 clients with two advisers, yielding an unusually high client‑to‑advisor ratio that is uncommon for similar firms and implies a more scaled service model. The firm also operates affiliated insurance activities and a principal maintains a broker‑dealer registration, and advisers may be licensed to implement commissionable insurance or brokerage transactions; these relationships and any related conflicts are disclosed and the firm documents rollover analyses and notifies clients when such transactions occur.
Client services
Expertise
Occupation focus
Fee options
0.70% annually
Commissions earned by Robert Schwarz in his separate capacity as registered representative of OFG Financial Services, Inc., on transactions executed through OFG.
Main office
323 Railroad
Silver Lake KS 66539
Advisors at this office
2
Most active in
Kansas · Louisiana · Missouri · Nebraska · Texas
Also doing business as
Cobler Capital Management · Cobler Capital Management, LLC · Schwarz Investment Partners · Schwarz, Robert Wayne
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Robert S
CFP®, Series 63
Silver Lake, KS
Schwarz Investment Partners
Robert Schwarz is a CFP® with 49 years of industry experience and is the principal of Schwarz Investment Partners in Silver Lake, KS. He has held roles at Cobler Capital Management, Schwaarz Insurance Group, and several family and financial service businesses. Schwarz serves on the board of directors of New Century Bank. Schwarz Investment Partners advises individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans, providing discretionary portfolio management and comprehensive financial planning. The firm employs a fundamental analysis approach and creates tailored written investment policies for clients.
Mark J
Series 65
Silver Lake, KS
Schwarz Investment Partners
Mark Johnson is a financial advisor at Schwarz Investment Partners with a Series 65 credential and two years of industry experience. Prior to joining Schwarz, he worked at Bob Schwarz Financial and Cobler Capital Management, and he has a background in education, having spent several years teaching and coaching at the high school level. He serves as head coach for girls junior varsity basketball and assistant coach for girls varsity basketball, as well as the jumps events coach for high school track. Schwarz Investment Partners provides discretionary portfolio management, integrated financial planning, and retirement advisory services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs fundamental analysis and develops written investment policies for each client, maintaining ongoing advisory relationships with a broad range of securities under a scaled service model.
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