History

Schultz Collins Lawson Chambers, Inc. is an independent investment advisory firm located in San Francisco, California. In 1994, the firm’s principals registered with the Securities and Exchange Commission as an investment advisor.

In January of 1995 the firm incorporated, and opened its doors for business. The firm’s principals have over 90 years of combined experience in financial services.

Ownership

The firm has no affiliation with any other financial services provider. SCLC has four shareholders, all of whom sit on the firm’s management and investment committees. Each owns more than 10% of the company’s stock.

Approach

The firm’s primary business is the supervision of investment portfolios for institutional and individual investors. We provide this supervision in our capacity as investment counsel under the 1940 Investment Advisers Act. According to the Act, “it shall be unlawful for any [registered investment adviser] to represent that [it] is an investment counsel unless… a substantial part of [its] business consists of rendering investment supervisory services.” SCLC provides investment supervisory services to three general categories of clients: individual investors, trusts and endowments, and corporate pension and retirement plans.

The Act defines investment supervisory services as “the giving of continuous advice as to the investment of funds on the basis of the individual needs of each client.” We design and supervise client accounts individually, according to the particular requirements of each client’s situation, objectives, and predilection for the assumption of investment risk.