Schwartz School of Business
Combining Legendary Intuition and Disciplined Wealth Management
Company Registration and Legal Status
Company Name: Schwartz School of Business (trade name), entity number 20201002527.
Registration Authority: Secretary of State of Colorado.
Company Type: Colorado Limited Liability Company.
Date of Creation: January 2, 2020 (as per registration certificate).
Alternate Legal Name: "Sunshine Global Capital Ltd", used in founding documents.
Principal Address: 4610 South Ulster Street, Suite 150, Denver, CO 80237, USA.
Registered Agent: Quicker Business Solutions Inc. (same address as principal office).
Initial Officers:
President, CEO, Treasurer, Secretary: Brian Armstrong.
Employment Attestation issued by Quicker Business Solutions Inc. confirming no other officers.
Key Statutory Provisions
Capital Structure: Authorization to issue up to 100,000 common shares at par value of $1.
Share Rights: All common shares carry voting rights, shareholders receive proportionate share of net assets upon liquidation.
Founding Shareholders: Brian Armstrong holds Certificate No. 001 representing 100% of 100,000 issued shares.
Certificates of Good Standing and Tax Information
File Authenticity: Certified by Colorado Secretary of State Jena Griswold, the attached copy of the Articles of Incorporation is confirmed as true and complete (File No. 20201002527). Good Standing: Issued on April 17, 2025, certifying compliance with state laws since registration on January 2, 2020, with no unresolved violations or revocation records as of April 15, 2025. Liability Declaration: Quicker Business Solutions Inc., as registered agent, confirms no litigation, liquidation, or asset encumbrances in public records as of January 2, 2020.
Federal Employer Identification Number (EIN): The Internal Revenue Service (IRS) issued a letter on January 2, 2020, approving the Employer Identification Number 84-4128922 for the business. The letter specifies that this number must be used for all federal tax filings and tax payments. It also reminds the company to submit Form 1120 (Corporate Income Tax Return) by April 15, 2021.
"The company's successful expansion stems from CEO Gordon J. Fyfe's strategic vision blending practical experience and interdisciplinary approach."
Chronology of Events
Schwartz School of Business was legally incorporated on January 2, 2020 in the State of Colorado, with its registered office located at 4610 South Ulster Street, Suite 150, Denver, and Quicker Business Solutions Inc. serving as its registered agent. Since its establishment, the company has focused on education and investment advisory services in the U.S., combining customized teaching with rigorous risk management to provide students and clients with interdisciplinary programs and tailored investment solutions. During the following three years (2020–2022), the company continuously enhanced its governance structure, upgraded its curriculum system, and strengthened its investment research capabilities. Leveraging the extensive market experience of its Chief Executive Officer, Gordon J. Fyfe, the company secured a solid foothold in the North American market and, through internal reforms and process optimization, laid a strong foundation for cross-border expansion. After three years of accumulation, Schwartz School of Business launched its North American expansion strategy in 2023. The timing of this strategic move was driven by several key factors: Maturity of the service model: The company established a stable risk management framework and investment products in North America, with an operations team capable of managing across market cycles; Market demand: North American investors are showing increasing demand for long-term, stable investments and interdisciplinary education services, creating a need for globally minded institutions; Leadership with international vision: Gordon J. Fyfe’s extensive global market experience, combined with a strong understanding of the North American regulatory environment, positioned North American as the next key region for growth. In this context, the company launched the Annual Investment Recruitment Program targeting the North American market — an annual initiative to share its philosophy with local institutions and high-net-worth clients, while offering them customized solutions.
- Operational Maturity
- Growing demand from North American investors
- International vision of Gordon J. Fyfe
Phase 1 (2023)
Launch events held in Toronto and New York, showcasing the company's cross-cycle investment framework and educational programs, successfully establishing an initial client network.
Phase 2 (2024)
Expanded to Chicago and Vancouver, introducing multi-asset and sustainable investment themes, attracting more institutional participation, and accumulating rich collaboration resources.
Phase3 (2025)
This year’s event is being held in San Francisco, marking the company’s third consecutive year hosting a large investment conference in North America, now fully covering the Canadian market. As the core region of the North American economy and financial system, the U.S. and Canada have a stable policy environment and a strong capital market foundation, which have a significant impact on cross border investments and asset allocation. This event builds on the resources the company has accumulated in the first two phases, deepening partnerships with major institutional investors and wealth management firms in North America, showcasing the company’s long term commitment to the North American market. The success of the first two phases not only brought the company a solid client base and partners but also significantly boosted the brand’s influence in the North American market, laying a strong foundation for future expansion.
North America Strategy
Since its registration in 2020, Schwartz Business School has steadily built a strong foundation in expertise and investment research capabilities. Starting in 2021, the school officially launched its North America market strategy, gradually expanding its influence through annual investment forums and institutional partnerships. As the venue for the third phase of activities, the U.S. holds a decisive position in global capital markets, while Canada complements this with its stable regulatory system and long term capital advantages. The school will continue to focus on North America, deepening cross border investment and educational collaborations, and positioning Schwartz Business School as the bridge between academic research and real world investing, marking a key step in exploring new growth opportunities.