Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:A Midwestern Boutique's Founder Hands Off a Hat Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, September 15, 2015

A Midwestern Boutique's Founder Hands Off a Hat

News summary by MFWire's editors

The founder of a religious mutual fund shop in the Midwest is handing off one of his hats. Yet he still has two more.

George Schwartz
Schwartz Investment Counsel
Chairman, Chief Executive Officer
Today George Schwartz of Plymouth, Michigan-based Schwartz Investment Counsel [profile] confirms the promotion of Schwartz president Richard Platte to chief investment officer. Platte will also continue to serve as president, while Schwartz himself will continue to serve as chairman and CEO.

Schwartz Investment Counsel is the investment advisor to the Catholic-based Ave Maria Mutual Funds.

Schwartz himself had previously been CIO, too. Yet Mike Richter, director of marketing at Schwartz, notes that Platte and Schwartz work together on those duties and that the title is "really a formality".

As president, Platte already "handles day-to-day responsibilities of the firm," Richter tells MFWire. He also co-PMs three of the company's five mutual funds, including its $773-million flagship, the four-star Ave Maria Rising Dividend Fund. Platte first joined Schwartz in 1987, seven years after Schwartz founded the company.

Schwartz has $1.9 billion in total AUM and about 21 employees. 

Edited by: Neil Anderson, Managing Editor


Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use