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Phillip J. Schmidt : PJS Investment Management
http://www.pjsinvestment.com/Phillip-J-Schmidt
Phillip J. Schmidt. As Founder, President, and Chief Investment Officer, Phillip leads the investment committee and is responsible for setting overall investment strategy. With 45 years’ experience, Phillip’s in-depth knowledge of the financial industry was developed by serving in all positions which comprise PJS Investment Management today. MS in Science, University of Wisconsin - Madison. BS in Science, University of Wisconsin – Madison. Phillip J. Schmidt. Patrick N. Sommerfield. Nicholas A. Ziarek.
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Homepage : PJS Investment Management
http://www.pjsinvestment.com/homepage
We build enduring financial partnerships by providing customized investment management and wealth planning services. We are chosen because our tailored approach focuses on building solutions and setting goals for our clients and their investment portfolios. Whatever your age, level of experience, level of education, or financial situation there is always a next step. Welcome to PJS Investment Management. We invite you to use the links below to learn more about us and our services. Investment advisory ser...
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Video : PJS Investment Management
http://www.pjsinvestment.com/Video
How to Save for Retirement. Medical Professionals and Physicians. W62 N570 Washington Avenue. Certified Financial Planner Board of Standards. NAPFA – Registered Financial Advisor. Milwaukee Estate Planning Forum. Investment advisory services offered through P.J. Schmidt Investment Management, Inc., an SEC registered investment advisor. Additional information, including fees, can be found by searching www.adviserinfo.sec.gov. Using our firm's CRD number, 104701.
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Our Services : PJS Investment Management
http://www.pjsinvestment.com/services
We will work with you to develop, implement, and monitor an investment strategy tailored to your specific investment and cash-flow needs. We also provide detailed, customized, quarterly reports including your personal portfolio performance, economic commentary and market updates. Summary of Services Included:. Discuss investment expectations, tolerance for risk, and investment and retirement time horizon. Review and analyze existing holdings, needs, and financial circumstances. Inform you of changes in t...
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Frequently Asked Questions : PJS Investment Management
http://www.pjsinvestment.com/faq
What Exactly does PJS Investment Management do? PJS Investment Management provides a fee-only, cutting edge personal and professional investment experience with an emphasis on strong after-tax performance and long-term relationship with our clients. Quite simply, we attempt to take the worry out of personal finance and help individuals and families make wise financial decisions at critical times in their lives. Why seek professional portfolio management? What is a Fiduciary duty? True advisors are not an...
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Investment Philosophy : PJS Investment Management
http://www.pjsinvestment.com/Investment-Philosophy
The primary focus of our investment process is on risk control, via strategic diversification. We achieve competitive returns by favoring dominant companies with strong fundamentals, a commanding position in the industry and favorable long-term trends within the world economy. We strive to attain the following criteria when making individual equity selections:. Strong corporate management and leading market positions for its products and services. Attractive valuation based on price-to-earnings ratio, pr...
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Calculators : PJS Investment Management
http://www.pjsinvestment.com/Library/Calculators
How long will my money last with systematic withdrawals? You have worked hard to accumulate your savings. Use this calculator to determine how long those funds will last given regular withdrawals. Should I pay down debt or invest my monthly surplus? What is my current net worth? Comparing mortgage terms (i.e. 15, 20, 30 year). Should I refinance my mortgage? Over the last couple of years with interest rates at a 40-year low, many people refinanced their mortgages. Even though rates have crept up over...
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Client Access : PJS Investment Management
http://www.pjsinvestment.com/account-access
Below, you will find links to login for various client tools. Please, click on the appropriate link below to access your custodian’s home page. PJS Investment Management Personal Website Login. Organize everything you own all in one safe, secure, easy to access place. Updates every account you have on a daily basis. Create a budget and track your spending, assets, and liabilities against your goals. Create and access planning reports form any computer. W62 N570 Washington Avenue.
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Our Approach : PJS Investment Management
http://www.pjsinvestment.com/PJS-Advantage
Our investment philosophy is based on five key drivers: Personal Attention and Service, Tailored and Tactical Discipline, Performance-Focused, Independent Thinking, and Tax Efficiency. And Mindful of Costs. Personal Attention and Service. We believe each of our clients has a unique set of needs and deserves a truly personal approach. Tailored and Tactical Discipline. Our tactical approach allows us to work with you to incorporate specific restrictions and/or act unconstrained, e.g. willingness to...Chang...
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Who We Help : PJS Investment Management
http://www.pjsinvestment.com/who-we-help
Typically, we are chosen by clients when they are in a period of life transition, interested in customized portfolio management, and/or are seeking comprehensive wealth planning. The following descriptions are not actual clients but have similar stories to those of many of the families that work with us. They are used for illustrative purposes only. Increasingly Complex Financial Situation:. For George and Jane, PJS Investment Management’s comprehensive investment approach helps them:. Susan has limited ...