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.

Don't run from planning your retirement,Pawleys Island healthcare company sought a better alternative for their employees

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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P.O. Box 3214 Pawleys Island, SC 29585
843.655.6225
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Pawleys Investment Advisors, LLC ("PIA") is a Registered Investment Advisor ("RIA"), registered in the state of South Carolina. PIA provides investment advisory and related services for clients nationally. Pawleys Capital Management, LLC (“PCM”) is the General Partner of the Pawleys Dividend FundTM and Pawleys Growth FundTM, two long-only equity hedge funds organized as South Carolina Limited Partnerships. PIA will file and maintain all applicable licenses as required by the state securities boards and/or the Securities and Exchange Commission ("SEC"), as applicable. PIA renders individualized responses to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion. This web site is intended to provide general information about PIA and PCM. It is not intended to provide investment advice or offer securities, and should not be construed as such. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information.

Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. PIA and PCM do not guarantee the accuracy of the information contained in this web site. Pawleys services include: discretionary portfolio management, investment advisory, financial planning, retirement planning, financial advisor, small business help including 401(k) and SIMPLE retirement plans.

PIA will provide all prospective clients with a copy of our current Form ADV, Part II ("Brochure") prior to commencing an Advisory relationship. Please feel free to visit the Securities and Exchange Commission’s website (www.sec.gov) and search for firm CRD #155199 for our current ADV. Existing clients will receive an updated copy on an annual basis. In addition, you can e-mail Info@PawleysAdvisors.com to request a hardcopy. The Pawleys Dividend Fund and Pawleys Growth Fund are available exclusively to SEC accredited investors. Please read important information about the funds here: PCM Disclosures. PIA and PCM do not offer any tax or legal advice. If you have any questions regarding Compliance and Regulatory information, please send an e-mail. Thank you!