Pavlic Investment Advisors, Inc. 440 Wells Street, Delafield, WI 53018

Pavlic Investment Advisors, Inc. is a finance institution located at 440 Wells Street in Delafield, Wisconsin, United States. At Pavlic Investment Advisors, our team of experts, who hold the prestigious Chartered Financial Analyst (CFA) designation, take the time to understand your complete financial situation in order to create an investment plan tailored to help you reach your financial goals. With over 50 years of combined investment experience, we specialize in managing stock, bond, and real estate investment trust (REIT) portfolios with the goal of maximizing returns while minimizing risk.

As a privately owned fiduciary and investment advisor, we invest our own money alongside our clients to ensure our interests are perfectly aligned. We believe in transparent fee structures based on assets under management, with no hidden fees, to ensure our success is directly tied to the success of our clients.

Our investment strategies include U.S. stocks, investment grade bonds, and U.S. REITs, all managed with a focus on thorough due diligence and risk management. Our stock portfolio follows a "Core Style" approach, combining growth and value investments in a sector-neutral manner. Our bond portfolio aims to maximize interest income while minimizing volatility, and our REIT portfolio offers a dividend yield double that of the broader equity market, serving as an inflation hedge.

We are dedicated to treating your financial assets as if they were our own and would be honored to start a conversation with you to see how we can help you achieve your financial goals.