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About Carl E. Schultz of SVA PLUMB WEALTH

Carl E. Schultz is Elected Manager/Chairperson at Sva Plumb Wealth Management Llc and has been affiliated with Sva Plumb Wealth Management Llc since June-2013.

Sva Plumb Wealth Management Llc is an investment advisor that manages 2 BN dollars in regulatory AUM and has 66 employees, of which 43 perform investment advisory functions. The managers's latest filing has disclosed 619MM in positions, which represents 32% of the manager's regulatory AUM.

For more on Sva Plumb Wealth Management Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: -0.3%/yr

Co-workers of Carl E. Schultz at SVA PLUMB WEALTH

Name Title In Position Since
Raymond H. Boysen Elected Manager/Vice President March-2011
Thomas G. Plumb Elected Manager/President/Ceo March-2011
Timothy R. Obrien Elected Manager/Vice President March-2011
Kathryn L. Norton Elected Manager/Treasurer March-2011
Brian H. Reamer Vice President January-2012
Connie M. Redman Chief Compliance Officer April-2012
Kurt G. Krumholz Elected Manager/Vice President March-2014

SVA PLUMB WEALTH Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHM 8.87531% ETF 1.75% 2.67% -0.08% 2 1%
FNDF 5.92134% ETF 5.97% 2.67% 0.19% 2 0%
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Carl E. Schultz Office Address

MADISON, Wisconsin
UNITED STATES, 53717-4966

Carl E. Schultz Contact Information

Phone Number: 608-824-8800
Fax Number: 608-824-2101



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