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November 26, 2015 10:04 AM ET

Capital Markets

Company Overview of Schwartz Investment Counsel, Inc.

Company Overview

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

Suite 244

Plymouth, MI 48170

United States

Founded in 1980





Key Executives for Schwartz Investment Counsel, Inc.

Founder, Chief Executive Officer, Portfolio Manager, and Chairman
President, Chief Investment Officer, and Portfolio Manager
Chief Financial Officer, Executive Vice President, and Portfolio Manager
Director of Operations
Vice President and Chief Compliance Officer
Compensation as of Fiscal Year 2015.

Schwartz Investment Counsel, Inc. Key Developments

Schwartz Investment Counsel, Inc. Names Richard L. Platte as Chief Investment Officer

Schwartz Investment Counsel, Inc. has announced that its President, Richard L. Platte, Jr., CFA has also been named Chief Investment Officer. In this role, he is responsible for the implementation of investment strategy for the Firm. Mr. Platte continues in his role as co-portfolio manager of the Ave Maria Rising Dividend Fund, the Ave Maria Growth Fund and the Ave Maria Bond Fund.

Schwartz Investment Counsel, Inc. Announces Management Promotions

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.

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