A Partnership Begins With a Conversation

We believe that the most successful and enduring financial journeys start not with a transaction, but with a candid conversation. It is an opportunity to understand your unique aspirations and to determine if our disciplined, long-term philosophy aligns with the legacy you intend to build.

If you are seeking a partner who values clarity and conviction, we invite you to begin this dialogue with us. Every inquiry is received with the seriousness and confidentiality it deserves, as it represents the potential start of a valued, multi-generational partnership.

Our Structure is Your Advantage

Schwartz School of Business operates through two seamlessly integrated hubs, designed to provide you with both unparalleled strategic depth and dedicated local expertise. Our investment engine resides in Chicago, where global macro strategies are forged. Our client partnership center is in Toronto, ensuring these world-class insights are delivered to you with precision and relevance.

This deliberate structure is our commitment to you. It means you are never just a client of a local office; you are a direct partner of a global institution.

For Direct Consultation in North American

To establish a partnership or to discuss your specific objectives, your primary point of access is our Toronto hub. Our dedicated client relations team is committed to understanding your needs and serving as your direct, responsive connection to our firm's full capabilities.

Client Strategy & Communications Team
Directors, North America

Email: [email protected]
Principal Address: 4610 South Ulster Street, Suite 150, Denver, CO 80237, USA.

The Source of Our Global Strategy

Our global investment philosophy and cross-cycle portfolio strategies are formulated and overseen from our headquarters in the United States. This is the strategic core of our firm, where decades of market-defining experience are applied under the direct leadership of Gordon J. Fyfe.

Schwartz School of Business