Company Overview of Schwartz Investment Counsel, Inc.
Schwartz Investment Counsel, Inc. is an employee owned investment manager. The firm provides investment counsel services to fiduciaries and families. It primarily provides its services to institutional and individual investors. The firm also caters to high net worth individuals, pension and profit sharing plans, and charitable organizations. It manages separate client-focused equity, fixed income, and balanced portfolios. The firm also launches and manages equity and fixed income mutual funds for its clients. It invests in the public equity and fixed income markets of the United States. For fixed income investments, the firm invests in high-grade fixed-income securities with intermediate and...
801 West Ann Arbor Trail
Plymouth, MI 48170
Founded in 1980
Key Executives for Schwartz Investment Counsel, Inc.
Founder, Chief Executive Officer, Chief Investment Officer, Portfolio Manager, and Chairman
President and Portfolio Manager
Chief Financial Officer, Executive Vice President, and Portfolio Manager
Vice President and Chief Compliance Officer
Compensation as of Fiscal Year 2014.
Schwartz Investment Counsel, Inc. Key Developments
Schwartz Investment Counsel, Inc. Announces Management Promotions
Jan 9 14
The Board of Directors of Schwartz Investment Counsel, Inc. announced the promotion of six employees. Richard L. Platte, Jr., CFA was named President of the Firm and Timothy S. Schwartz was named Executive Vice President, both of whom are long-time employees. Cathy M. Stoner was named Vice President and Laura A. Preston was promoted to Director of Operations for the Firm.
Schwartz Investment Counsel, Inc. Opens a Branch Office in Plymouth, Michigan
Sep 5 13
Ave Maria Mutual Funds announced that Schwartz Investment Counsel, Inc. has opened a branch office in Plymouth, Mich.
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