Schulhoff & Co. Inc.
Schulhoff & Co Inc is an independent investment advisory firm headquartered in Cincinnati, Ohio. Founded in 1990, the firm offers portfolio management and financial planning services for individuals, high net worth clients, pension plans, charitable organizations, and corporations. Schulhoff & Co Inc manages $257.2 million in client assets with a focus on personalized service and independent advice. The firm is registered in the state of Ohio and employs 4 people, including 2 financial advisors, to manage its client relationships and investments.
Investment Strategy
Schulhoff & Co Inc provides discretionary and non-discretionary portfolio management services, primarily for high net worth individuals, but also for retail investors, corporations, and charitable organizations. The firm employs a fee-based model (asset-based, hourly, or fixed fees) and emphasizes individualized investment strategies tailored to client goals. Their approach generally includes diversified asset allocation and ongoing portfolio reviews to support risk management and long-term growth. Investments may include a range of equity, fixed income, and other securities depending on client objectives.
Top Holdings
Equity Positions (125)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PG | PROCTER & GAMBLE | 11.18% | $25.2M | 158,181 | $80.18 | $159.32 | -$2.5M |
J JPM | JP MORGAN CHASE & CO | 5.81% | $13.1M | 45,150 | $51.07 | $289.91 | +$1.8M |
X XOM | EXXON MOBIL CORP | 3.79% | $8.5M | 79,199 | $89.93 | $107.80 | -$852.1K |
B BRK-A | BERKSHIRE HATHAWAY | 3.56% | $8.0M | 11 | $169622.00 | $728800.00 | -$766.1K |
C CINF | CINCINNATI FINANCIAL | 3.55% | $8.0M | 53,734 | $51.29 | $148.92 | +$44.4K |