Broker Check

Why We're Different

We realize that when it comes to choosing a wealth management firm, you have a range of possibilities from which to choose. At PJS Investment Management, we believe we could be your best possibility. By providing consistent high-quality service that is aligned with our mission and characterized by our four pillars of distinction.

Client Centered Relationships

Client Centered Relationships:

We offer a positive, transparent, and client- centered experience.

We are independent of the conflicts of interest that prevail in many investment operations that exist within banks, insurance companies, and large Wall Street firms. The advice we provide is always in harmony of our clients’ goals.  A clear line of communication, face-to-face interaction and continued full-team support, transforms your financial uncertainty into absolute peace of mind.



Customized Investment Management

Customized Investment Management:

When it comes to investing, confidence is key.

We provide a purpose-driven, customized tactical investment management approach across all areas of a client’s assets. This approach is tailored to your specific goals and tolerance for risk as outlined in your Personal Investment Policy Statement.  Actively managed portfolios include; thematic investing, socially responsible investing, and portfolios with concentrated positions and low cost basis positions. Our experience and a high-touch, team-based approach, assures you are in possession of your own key to investment confidence at all times.

 


Comprehensive Wealth Planning

Comprehensive Wealth Planning:

We deliver long-term, holistic financial planning that seeks to protect and preserve your life’s work.

We address your immediate concerns and questions, and develop long‐term plans intended to give you relief from worry and indecision. As your experienced financial planner, we take a personalized approach to your needs, goals, and interests and are committed to meeting you where you are along your life’s path. Areas we help our clients with planning might be: review of financial situation, life transitions, collaborative relationships with other financial professionals, and comprehensive retirement planning.




Specialized Team Approach

Specialized Team Approach:

Every client has the support and guidance of not only their lead portfolio advisor, but of our entire team of resources.

Our firm is built on the talent and dedication of our team and each of us - through our specific set of skills and areas of expertise - is focused on providing the highest level of service to our clients. Every client has the support and guidance of not only their advisor, but of our entire team of resources.



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