About the Firm

Built on Trust. Driven by Results.

Since 1971, Schulmerich & Associates has served as a trusted steward of client wealth, guided by unwavering principles of integrity, transparency, and excellence.

Our Story

Over Five Decades of Excellence

Schulmerich & Associates Asset Management was founded in 1971 by Stephen C. Schulmerich with a clear vision: to create a boutique investment firm that combined institutional-grade investment capabilities with the personalized service that high-net-worth individuals and families deserve. The firm launched with $150 million in client assets under management.

Over more than five decades, we have grown from a small advisory practice into a respected asset management firm overseeing more than $2.4 billion in client assets. Throughout our growth, we have remained steadfast in our commitment to independent, objective advice and disciplined investment management.

Today, our team of 3 investment professionals serves clients across the United States, providing comprehensive wealth management solutions that span portfolio management, financial planning, retirement strategies, and institutional investing.

Investment Philosophy

Principles That Guide Every Decision

Long-Term Perspective

We invest with a long-term horizon, resisting short-term market noise in favor of fundamentally sound, enduring investment opportunities.

Risk-Adjusted Returns

Superior returns mean little without proper risk management. We rigorously assess and manage risk at every level of the portfolio.

Diversification

We construct broadly diversified portfolios across asset classes, geographies, and sectors to reduce concentration risk and enhance stability.

Transparency

Clients receive clear, comprehensive reporting and direct access to their advisors. We believe informed clients make better long-term partners.

Our Team

Experienced Professionals. Dedicated Advisors.

Stephen C. Schulmerich

Founder & Chief Investment Officer

Stephen founded the firm in 1971 after a distinguished career at leading Wall Street institutions. He holds an MBA from Wharton and the CFA designation.

Margaret Chen, CFA

Managing Director, Portfolio Management

Margaret leads the firm's equity investment team with over 20 years of experience in fundamental equity research and portfolio construction.

David Harrington, CFP

Director of Wealth Planning

David specializes in comprehensive financial planning, estate strategies, and tax-efficient wealth transfer for high-net-worth families.

Ready to Work With Us?

Schedule a complimentary consultation to learn how we can help you achieve your financial goals.