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Insights

Growth Potential Small to mid-sized registered investment adviser with Revenue in the $10M-$25M range and a focused footprint in Michigan and Florida presents an opportunity to offer scalable investment technology, outsourced fund services, or client experience enhancements tailored to regional RIAs expanding distribution.

Succession & Talent Recent leadership changes and strategic planning hires suggest ongoing organizational evolution. This may create a need for leadership development, executive coaching partnerships, or technology tools to support strategic planning, governance, and performance measurement.

Fund Management Link As the manager of Ave Maria Mutual Funds, there is potential to cross-sell fund operations support, compliance, trade processing, and data analytics services to optimize fund performance, reporting, and distribution channels.

Tech Modernization Existing tech stack includes cloud services, CMS, CRM/marketing tools, and analytics. Opportunity to propose integrated marketing automation, data integration, cybersecurity, and client portal enhancements to improve retention and efficiency.

Industry Benchmark Operating in a space with peers like T Rowe Price and Fidelity has elevated expectations for client experience and performance analytics. Position a value proposition around boutique investment expertise with scalable technology to capture growth while maintaining specialization.

Similar companies to Schwartz Investment Counsel, Inc.

Schwartz Investment Counsel, Inc. Tech Stack

Schwartz Investment Counsel, Inc. uses 8 technology products and services including iCIMS, Amazon Web Services, gstatic.com, and more. Explore Schwartz Investment Counsel, Inc.'s tech stack below.

Schwartz Investment Counsel, Inc.'s Email Address Formats

Schwartz Investment Counsel, Inc. uses at least 2 email formats:
Schwartz Investment Counsel, Inc. Email FormatsExamplePercentage
First@schwartzinvest.comJohn@schwartzinvest.com
74%
Last@schwartzinvest.comDoe@schwartzinvest.com
26%

Frequently Asked Questions

What is Schwartz Investment Counsel, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Schwartz Investment Counsel, Inc.'s main corporate office by phone at
+1-734-455-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Schwartz Investment Counsel, Inc.'s official website and social media links?

Minus sign iconPlus sign iconSchwartz Investment Counsel, Inc.'s official website is schwartzinvest.com and has social profiles on LinkedIn.

How much revenue does Schwartz Investment Counsel, Inc. generate?

Minus sign iconPlus sign icon As of August 2026, Schwartz Investment Counsel, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Schwartz Investment Counsel, Inc.'s NAICS code?

Minus sign iconPlus sign iconSchwartz Investment Counsel, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Schwartz Investment Counsel, Inc. have currently?

Minus sign iconPlus sign iconAs of August 2026, Schwartz Investment Counsel, Inc. has approximately 20 employees across 1 continents, including North America. Key team members include President: R. P., Senior Vice President: G. H. and Director Of Strategic Planning: R. G. Explore Schwartz Investment Counsel, Inc.'s employee directory with LeadIQ.

What industry does Schwartz Investment Counsel, Inc. belong to?

Minus sign iconPlus sign iconSchwartz Investment Counsel, Inc. operates in the Financial Services industry.

What technology does Schwartz Investment Counsel, Inc. use?

Minus sign iconPlus sign iconSchwartz Investment Counsel, Inc.'s tech stack includes iCIMS, Amazon Web Services, gstatic.com, WordPress, Microsoft 365, Constant Contact, reCAPTCHA and Piwik PRO Core.

What is Schwartz Investment Counsel, Inc.'s email format?

Minus sign iconPlus sign iconSchwartz Investment Counsel, Inc.'s email format typically follows the pattern of First@schwartzinvest.com. Find more Schwartz Investment Counsel, Inc. email formats with LeadIQ.

When was Schwartz Investment Counsel, Inc. founded?

Minus sign iconPlus sign iconSchwartz Investment Counsel, Inc. was founded in 1980.
Schwartz Investment Counsel, Inc. logo

Schwartz Investment Counsel, Inc.

Financial ServicesMichigan, United States11-50 Employees

Schwartz Investment Counsel, Inc. is a registered investment adviser operating in the financial services sector, based in Plymouth, Michigan, with additional offices in Ave Maria, Florida. Established in 1980, the firm manages investments for clients through its role as an adviser to Ave Maria Mutual Funds and related activities. The organization emphasizes strategic planning and portfolio management, highlighted by leadership appointments and governance decisions within its executive team. The firm’s activities span investment oversight and fund management, situating it within the broader landscape of asset management and wealth advisory services.

Section iconCompany Overview

Phone number
+1-734-455-****
Website
schwartzinvest.com
NAICS Code
52 - Finance and Insurance
Founded
1980
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M - $25M

    Schwartz Investment Counsel, Inc.'s revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • President at Schwartz Investment Counsel, Inc.
    R. P.
    President
    Mobile Phone
  • Senior Vice President at Schwartz Investment Counsel, Inc.
    G. H.
    Senior Vice President
    Mobile Phone
  • Director Of Strategic Planning at Schwartz Investment Counsel, Inc.
    R. G.
    Director Of Strategic Planning
    Mobile Phone
  • Senior Account Representative at Schwartz Investment Counsel, Inc.
    C. O.
    Senior Account Representative
    Mobile Phone

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