Business Description | We offer over 19 years of experience helping individuals, families, foundations and businesses in working towards specific financial goals. Check out our sister brand: http://www.pawleyscapital.com/ |
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Address | P.O. Box 3214 Pawleys Island, South Carolina 29585 | |
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Directory Category | Financial Planner | Financial Planner Network |
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Services | PIA provides customized investment advisory solutions for its Clients. This is achieved through continuous personal Client contact and interaction while providing discretionary investment management and consulting services. PIA may offer non-discretionary services for select clients. PIA works with each Client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to create a portfolio allocation. PIA will construct a portfolio, consisting of exchange-listed securities, over-the-counter securities, foreign issures, corporate debt securities, certificates of deposit, municipal securites, mutual funds, warrants, commercial paper and United States government securities to achieve the Client’s investment goals. |
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"Hottest" Selling Service | Our Clients have chosen to work with us because we put their interests first and offer confidential, unbiased advice.
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Specializes In | Pawleys Investment Advisors offers investment advisory services to individuals, high net worth individuals, pensions and profit sharing plans, trusts, estates and business entities in South Carolina and other states. |
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How I Got Started | Kathryn Schwartz, CRPC® and founder/CEO of Pawleys Investment Advisors brings extensive experience to our clientele. She has spent most of her career working in a management capacity, and has a deep understanding of the financial services industry and how to provide service to our clientele at the best value.
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Customer Can Expect | We are enthusiastic about working hard for our clients, we make house-calls, and Happy Camper the office manager is proud to work for a company that has a ''bring your dog to work'' policy. She is also available for in-home visits for clients that enjoy her canine enthusiam. |
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Competes On | Expertise Service Value |
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What Sets Us Apart | Unlike traditional financial advisors who give recommendations based solely on suitability, we are legally bound to serve the best interest of our clients. |
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Education | Kathryn holds her undergraduate degree from Columbia University. |
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Licenses | Kathryn hold the CRPC designation from the College for Finanical Planning. |
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Certifications | Additional information about PIA and its advisory persons are available on the SEC’s website at www.adviserinfo.sec.gov. |
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Member Of | PIA is a Registered Investment Advisor with the State of South Carolina. Any company information has not been approved or verified by the U.S. Securities and Exchange Commission (“SEC”) or by any state securities authority. Registration of an investment advisor does not imply any specific level of skill or training. |
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