Todd E Schwartz

Schwartz Law Group is a specialized legal firm based in Lake Oswego, OR, offering tailored legal and compliance services to investment advisory firms nationwide. With a focus on maximizing return on investment (ROI), they understand the importance of balancing business interests with compliance risks, providing clients with a common-sense compliance solution that suits their specific needs.

As experts in the investment advisory compliance world, Schwartz Law Group assists with SEC and State RIA registrations, as well as enhancing existing compliance programs. Their goal is to ensure that clients' investment advisory businesses thrive while effectively managing liabilities, offering a perfect risk-reward balance for each RIA firm.

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