Unclaimed
Matthew Schulz is an Investment Advisor Representative at Validus Capital LLC. Matthew has been in the industry since January 2013, and is currently licensed and registered in California. Matthew has specialized in family office type services, financial planning and selection of other advisors. Matthew is also a portfolio manager for individuals and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Family office type services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
05/02/2022 - Present
Validus Capital LLC (EL SEGUNDO CA)
IA
Issued 10/22/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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