Brandon is the Chief Investment Officer and Lead Portfolio Manager for the Ave Maria Rising Dividend Fund and the Ave Maria Bond Fund. The Ave Maria Bond Fund has earned multiple Lipper awards for delivering superior risk-adjusted returns in its peer group. Brandon oversees investment strategies using a value-driven, bottom-up approach and contributes as an analyst specializing in fixed income and equity research. He also manages customized fixed income portfolios for high net worth individuals and previously served as Head Trader, directing trading activities across fixed income and equities. With over two decades of experience in financial services, Brandon provides strategic leadership and extensive expertise. Before joining Schwartz Investment Counsel, Inc. in 2007, Brandon held positions at Waddell & Reed and Merrill Lynch. His extensive background in wealth management and investment analysis allows him to create personalized investment strategies tailored specifically to client objectives. Brandon holds a Bachelor of Business Administration in Finance and a Master of Business Administration from Walsh College. He also maintains the FINRA Series 65 license.

George is Executive Chairman and Founder with responsibility for the development and implementation of investment strategy for the Firm. He is co-manager of the Ave Maria Rising Dividend Fund, Ave Maria Bond Fund and the Ave Maria Value Focused Fund. From 1967 to 1974, he was an investment research analyst and a partner with two New York Stock Exchange member firms. From 1974 to 1980, he was Vice President, Senior Investment Officer, and Chairman of the Investment Committee of the National Bank and Trust of Ann Arbor. In that position, he had direct responsibilities for over $500 million of investment funds. In 1980, George founded Schwartz Investment Counsel, Inc. George has a Bachelor of Science degree in Finance from the University of Detroit, is a CFA charterholder, and a Chartered Investment Counselor. He is a member of the CFA Society of Detroit, the Economic Club of Detroit, and the CFA Institute and has served on several corporate and philanthropic boards.

James is co-manager of the Ave Maria Bond Fund and a research analyst responsible for fixed income research and trading functions. He is also responsible for the equity trading functions of the mutual funds. Before joining Schwartz Investment Counsel, Inc. he worked as a consultant at Plante Moran. James holds a Bachelor of Business Administration degree in Finance and Statistics from Grand Valley State University. He has also earned the Chartered Financial Analyst designation.