Pawleys Investment Advisors Case Studies
Celebrating healthy lifestyles and encouraging top performance.
Clients from Pawleys faced low interest rates and high income taxes. We structured a high quality tax-free portfolio to improve their short-term cash management. They appreciate how hands-on we are with their portfolio.
Faced with average returns in a managed account at one of the big banks, one client shifted assets into the Pawleys Funds and has been very happy with the performace results.
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