Schultz Collins Lawson Chambers, Inc. is an SEC-registered independent investment advisory firm headquartered in San Francisco, California with satellite offices in Washington, D.C. and Towson, MD. Our primary business is the supervision of portfolios for retirement plans, institutions, and individual investors, directly supervising or consulting on approximately $2.8 billion in client assets (as of 9.30.13).
The four principals are Dale Schultz, Patrick Collins, Kristor Lawson, and Jon Chambers, all of whom sit on the firm’s management and investment committees. We registered with the SEC as an investment advisor in 1994, then incorporated and began serving clients in January 1995. The principals and advisors average more than 25 years of investment and financial services experience; the ERISA consultants have an average of more than 25 years of experience working with qualified and non-qualified plans.
SCLC adheres rigorously to a fiduciary standard, and is nationally known for our expertise on fiduciary issues. We have testified before Congress on 401(k) fee disclosure issues. In addition, SCLC advisors have consulted with various federal government agencies such as the SEC, DOL and GAO on how to improve fiduciary practices. Our advisors have also been appointed to the faculty of the American Law Institute’s Continuing Legal Education program, and have taught at the University of San Francisco and the Wharton School.
Fully owned by the principals, SCLC serves as investment counsel for three general categories of clients: individual investors, retirement plan sponsors, and institutional investors (trusts, foundations, endowments, and corporate accounts).
Our logo reflects the methodology and principles of SCLC in several significant ways.
Primarily, the mark evokes origami, which is an exact blending of science and art. The way SCLC engineers solutions for clients also blends science and art. And while the number of basic folds appears small, they can be executed in a variety of ways to yield intricate designs. Similarly, SCLC employs a relatively small number of basic transactions (buy, sell, hold, transfer, reallocate) and combines these in precise ways to create solutions specific to each client’s risk preferences and reward requirements.
The alternating angles and folds are a metaphor for how SCLC advisors look at every angle, or aspect, of a client’s financial picture. Intersecting folds create darker shades that reinforce our transparency, while the different directions in which the mark extends represent our flexibility as we help clients navigate risk, market fluctuations, and their own evolving goals. The different shapes, shading, outlines and angles combine so that one person sees one thing while another sees something else entirely. This further reinforces the specific needs of clients and the customized solutions we develop to address those needs.
Perhaps most obviously, the mark can also be seen as a winding road. It starts at the bottom, signifying the start of a client’s relationship with us. As life goes on, and the road twists and turns, SCLC stays with you, into your future. The widening of the road at the top signifies an expansive future with greater possibility, thanks to the guidance and counsel SCLC has provided along the way.