A complete list of active advisors currently associated with Schwartz Investment Management Co.

Warmer can help you find a great advisor at Schwartz Investment Management Co. or one who fits your needs even better.

Schwartz Investment Management Co. provides discretionary investment management to individual clients and charges fees based on assets under management with custody through Fidelity. Portfolios are primarily constructed with no‑load mutual funds and ETFs, and clients receive custodian statements plus quarterly reports and billing from the firm. The firm establishes asset allocations by assessing each client’s risk profile and time horizon and relies on model portfolios and external research (including Fidelity research, Barron’s and other publications) to inform positioning. The approach emphasizes broad diversification and generally infrequent trading, with adjustments at identified market inflection points and the ability for clients to impose investment restrictions. The firm’s principal holds CPA, CFP and PFS credentials and operates an affiliated public accounting practice that focuses on taxation, personal financial and estate planning—an affiliation that is uncommon among independent advisory firms. The brochure discloses a disciplinary matter from 2004 involving an allocation dispute that was settled for $15,000, which the firm documents in its disciplinary history.

To learn more about the advisors currently working at Schwartz Investment Management Co., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.