Services of Pawleys Investment Advisors

Registered Investment Advisors are held to the highest standard
of fiduciary care.

Investment Advisory:  As an Advisory client, individuals and families receive a customized, written Investment Policy Statement and ongoing discretionary portfolio management. Corporate services include short-term cash management solutions and owner/employee retirement plans.

 

Capital Management: The Pawleys Dividend Fund™ and Pawleys Growth Fund™ are exclusively provided to qualified SEC accredited investors. 

 

Pawleys Investment Adivsors  incorporates specific age-based milestones

Client interests come first and you receive confidential, unbiased advice

 

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