Schwartz Investment Counsel, Inc. is a registered investment adviser founded in 1980. The firm provides investment counseling services to families, trusts, retirement funds, foundations, endowments, corporations and mutual funds.
We provide effective investment counsel because of our intimate knowledge of the financial markets and a thorough understanding of each client’s investment objectives.
Through rapidly changing economic and market conditions, the Firm provides continuity and stability to investment portfolios through fundamental security analysis and our basic value orientation.
As of June 30, 2023 we have been entrusted with $3.1 billion of investors’ assets including $2.9 billion in mutual funds.