Ronald Ray Schulze

Overview

Ronald Ray Schulze operates a single-advisor, sole proprietorship focused on private wealth management for individuals and families, and small-business owners. The practice centers on discretionary portfolio management with an overlay of market-timing services, suggesting a mix of strategic allocations supplemented by tactical adjustments. Fee arrangements combine a percentage of assets under management and fixed fees, which aligns with a traditional advisory billing model for a small, high-touch practice. Investment style is centered on pooled public funds as the core vehicle for client exposures, while alternative exposures—sourced via third-party managers—are used to complement core holdings. The adviser does not position itself as an ESG investor, is not registered as a multi-state adviser, and does not provide pension consulting or act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices