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Gregory J. Schwartz and Comapany




Gregory J. Schwartz and Co. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

The Institutional Services Division of the Firm specializes in corporate retirement plans, foundations, and endowments. The Firm acts as a long term Investment Planner for individuals, trusts, corporations and foundations.  Since 1976 this has been the core of their business. Their partnership with Schwartz Benefits Services, LLC, offers a wide range of options pertaining to corporate insurance.  Their Group Insurance department utilizes their expertise in servicing corporate clients to offer comprehensive benefit services.

The Company represents clients in the acquisition and sale of companies and also in the divestiture of business segments. It is the investment banking partner for American House, which sets the standard for senior living in the State of Michigan.  Private placements are offered for both debt and equity. Their ongoing service commitment to the retirement plan financial advising process involves various levels communication and support. Maintaining complete objectivity in investment and record keeping selection has always been a key feature to their established relationships with plan sponsors.

Their dedicated institutional focus allows them to utilize a multitude of portfolio monitoring analysis tools for clients with the responsibility of overseeing a portfolio of assets for the benefit of a nontaxable entity or an organization.  They currently manage strategically diversified portfolios for various schools, charitable organizations, foundations and other portfolios where an individual or board has fiduciary responsibility to oversee assets invested for the benefit of a third party.  Their dedicated team regularly meets with the board of directors and the committees that have the responsibility to quantitatively and qualitatively review their portfolios' investment performance against various benchmarks and risk measures.

The group benefits market has been turbulent over the past several years. Employers have seen premiums rapidly rise, thus affecting their bottom line. They takes a proactive advisory position to guide business owners in determining which plans to offer, the level of coverage, selection of the proper insurer, employee enrollment and communication meetings, as well as assisting employers with employee benefit compliance on an ongoing basis.

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