August 21, 2014 12:54 PM ET

Capital Markets

Company Overview of Schwartz Investment Counsel, Inc.

Company Overview

Schwartz Investment Counsel, Inc. is an employee owned investment manager. The firm provides investment counsel services to fiduciaries and families. It primarily provides its services to institutional and individual investors. The firm also caters to high net worth individuals, pension and profit sharing plans, and charitable organizations. It manages separate client-focused equity, fixed income, and balanced portfolios. The firm also launches and manages equity and fixed income mutual funds for its clients. It invests in the public equity and fixed income markets of the United States. For fixed income investments, the firm invests in high-grade fixed-income securities with intermediate and...

3707 West Maple Road

Suite 100

Bloomfield Hills, MI 48301

United States

Founded in 1980

Phone:

248-644-8500

Fax:

248-644-4250

Key Executives for Schwartz Investment Counsel, Inc.

President and Portfolio Manager
Chief Financial Officer
Director of Operations
Vice President and Chief Compliance Officer
Compensation as of Fiscal Year 2014.

Schwartz Investment Counsel, Inc. Key Developments

Schwartz Investment Counsel, Inc. Announces Management Promotions

The Board of Directors of Schwartz Investment Counsel, Inc. announced the promotion of six employees. Richard L. Platte, Jr., CFA was named President of the Firm and Timothy S. Schwartz was named Executive Vice President, both of whom are long-time employees. Cathy M. Stoner was named Vice President and Laura A. Preston was promoted to Director of Operations for the Firm.

Schwartz Investment Counsel, Inc. Opens a Branch Office in Plymouth, Michigan

Ave Maria Mutual Funds announced that Schwartz Investment Counsel, Inc. has opened a branch office in Plymouth, Mich.

Similar Private Companies By Industry

Company Name Region
Lampert Capital Markets Inc. United States
Benchmark Capital Consulting, Inc. United States
Apollo Aviation Group, LLC United States
The Bridgeford Group, Inc. United States
TiBrand Capital Ventures, LLC United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
NYC2012, Inc. United States
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact Schwartz Investment Counsel, Inc., please visit www.schwartzinvest.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.