Unique strategy. Exclusive access. Higher standard of service.
Schoolcraft Capital is a boutique investment firm serving a limited number of high-net-worth families and foundations. We believe in a simple but innovative investment strategy with a higher standard of client service.
Firm At a Glance
Managing $1.2 billion in assets as of January 1, 2024
Client minimum of $10 million in investable assets
Team of skilled industry veterans
Dynamic client group of business builders & professional investors
Independent
Grown 100% through referrals, with no acquisitions
Offices in Denver & Boulder, Colorado
Founded on our love of investing, driven by integrity and trust.
We founded Schoolcraft with a vision to focus on our love of investing, serve our clients in the same way we wish to be served and to build an investment platform we trust with our own capital. Proudly independent, connected and established, we efficiently manage public assets while giving our clients access to private investment opportunities that capitalize on relationships we have built over decades.
Michael Sherman
Managing Partner
Ted Harris
Managing Partner
Investment Services
Investment Policy Development
Develop a custom investment strategy based on clients’ unique return objectives, tolerance for risk, and liquidity needs.
Portfolio Construction & Management
Combine investments to create an intended risk and return profile we actively manage over time.
Access to Private Investment Opportunities
Source difficult-to-access investments, vet them, execute and monitor.
Consolidated Performance Reporting with Web Access
State-of-the-art reporting accessible via the web and mobile devices.
Financial and Cash Flow Planning
Extensive Experience
Comprehensive advice considering goals, risk capacity and tax implications to support evolving family goals.
Personal Wealth Analysis
Pre and post company sale / retirement cash flow planning using customized analytical tools.
Multi-Generational Wealth Analysis
Coordination with accountants, estate attorneys and trustees to ensure plans are implemented as intended.
Ongoing Planning
Complex wealth plans and strategies require ongoing maintenance, summarization and adjustments over time.