SCHWARTZ INVESTMENT MANAGEMENT CO.

Overview

Schwartz Investment Management Co. is a small, privately owned corporate advisory practice that serves individual and family clients. The firm charges fees as a percentage of assets under management and combines accounting-related services with discretionary portfolio management geared toward individuals and small businesses. It does not identify as an ESG investor, is not structured as a multi-state adviser, and does not operate as a capital allocator or related-adviser network. The firm's positioning appears conservative and service-oriented: emphasis on accounting ties and hands-on portfolio management for a limited client base rather than institutional or high-growth distribution. Investment activity reported leans toward cash-flowing, credit-sensitive instruments rather than equity- or alternatives-driven strategies.

Assets & Accounts

Investments & Alternatives