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

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


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

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.


Two investment markets. One innovative strategy.