Pawlak Investment Group

Strengthening your financial security^SM

Welcome to our website!

We help high net worth individuals, their families, and corporate entities achieve their financial goals. We accomplish this by creating and implementing comprehensive wealth management plans that focus on accumulating, protecting and transferring wealth.

Global Insight Monthly

The income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

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Core beliefs

• Everyone must develop a personalized investment strategy and define the goals needed to achieve financial freedom.
• Trying to predict the short-term direction of any market is futile.  Investing in quality companies with proven track records, markets and management is vital.
• The world is in the early stages of social and economic expansion the likes of which we have never seen before.  This expansion will happen at an ever-increasing pace due to the dynamic changes caused by technology.
• Coaching and disciplines are the keys to long-term superior success.
• Changes in inflation and economics are normal and expected phenomena of capitalism.

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Take the next step

We welcome you to experience the Pawlak Investment Group difference for yourself. Contact us today to set up a meeting.