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Schafer Cullen Capital Management Review

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Schafer Cullen Capital Management, Inc. is a New York City-based portfolio management company with billions of dollars in client assets under management (AUM). Although the advisory staff here is fairly small, it is a well-known and popular investment management company in the Big Apple. Most recently in 2016, one of the firm's funds was selected as an SMA Manager of the Year by Envestnet and Investment Advisor magazine.

The entirety of this firm's services are focused on investment management. Therefore, if you have financial planning needs, Schafer Cullen won't be able to provide them to you. Try using SmartAsset's free matching tool to find advisors who serve in your area who offer financial planning.

Schafer Cullen Capital Management Background

Schafer Cullen Capital Management was founded in 1983 and has been in business in New York ever since. The firm employs a relatively small team of financial advisors. The firm is independent and fully employee-owned. Jim Cullen is the firm's chairman and CEO, and he also serves as a portfolio manager. Cullen is also the principal owner of the firm, along with a trust called the Cullen 2011 Descendants’ Trust, which owns a 49% interest. There are several chartered financial analysts (CFAs) on staff at Cullen Schafer.

Schafer Cullen Capital Management Account Minimums and Client Types

Schafer Cullen works with an array of clients. These include high-net-worth individuals, retirement plans, Taft-Hartley plans, charities, foundations, endowments, investment companies and corporations.

Minimums at Schafer Cullen vary based on the type of strategy being used. In general, they range from $100,000 to $500,000. The firm reserves the right to adjust or waive minimums at its discretion.

Services Offered by Schafer Cullen Capital Management

Schafer Cullen Capital Management provides clients with portfolio management services. The firm provides both discretionary and non-discretionary investment services. Along with a number of model portfolios and strategies, the firm also offers two private hedge funds: Schafer Cullen Global Small-Cap Value LP and Schafer Cullen Small-Cap Emerging Markets LP. Advisors may use a wide range of investments to help drive growth in client portfolios.

Schafer Cullen Capital Management Investment Philosophy

Schafer Cullen works with clients to determine their overall financial profile and goals before fully deciding how to invest their assets. This includes taking note of factors like their tolerance for risk, time horizon, desired investment strategy and income and liquidity needs. This information is used to develop a specific and personalized investment strategy, that might include model portfolios, platforms, programs and other investment tactics.

When it comes to building out portfolios for clients, advisors do extensive research to determine the proper investments. Advisors tend to use both fundamental and technical methods of analysis to inform their decisions. They also rely heavily on outside research. All strategies are designed around a long-term time horizon of three to five years at a time.

Fees Under Schafer Cullen Capital Management

Direct advisory accounts are charged a percentage of each client's assets under management (AUM). This percentage varies based on the type of strategy or platform the client uses, with fees typically ranging up to 1.25%. However, all fees are ultimately determined in the agreement between the advisor and the client.

What to Watch Out For

Schafer Cullen Capital Management does not have any disclosures listed on its SEC-filed Form ADV.

Schafer Cullen is a purely investment-centric firm. As a result, it doesn't provide clients with financial planning services. So if you're looking for help planning for your financial future beyond investments, this firm likely won't meet your full needs.

Opening an Account With Schafer Cullen Capital Management

If you're interested in working with Schafer Cullen, visit the firm's website and familiarize yourself with their investment offerings. You can then submit a contact form online or call (212) 644-1800.

All information is accurate as of the writing of this article.

Tips for Finding the Right Financial Advisor

  • Finding a qualified financial advisor doesn’t have to be hard. SmartAsset’s free tool matches you with up to three financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you. If you’re ready to find an advisor who can help you achieve your financial goals, get started now.
  • If you need help planning for retirement or another long-term financial goal, consider working with a financial planner.

How Long $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
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Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We weighed potential expenditures for a prospective retiree with a  $1 million nest egg to assess how many years that fund would cover in retirement in America’s largest cities.

We applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in metro areas across the U.S.

We assumed the $1 million would grow at a net annual return of 2% after inflation. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.