# PJS Investment Management

PJS Investment Management is a Bank / Wealth / Trust based in Cedarburg, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cedarburg, United States
- **Region:** North America
- **Address:** Cedarburg, WI, United States
- **Founded:** 1982
- **Assets under management:** Undisclosed
- **Website:** http://pjsinvestment.com
- **LinkedIn:** https://www.linkedin.com/company/pjs-investment-management

## Regulatory record

- **CRD number:** 104701
- **SEC file number:** 801-16815
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/104701

## About

PJS Investment Management is a comprehensive portfolio management and wealth planning firm committed to helping clients make financial decisions in the proper order, improving their long-term, financial success. PJS does not approve or endorse any third-party communications on this site. PJS Investment Management provides a purpose-driven, goals-directed investment process for high-net worth individuals, and families looking for a comprehensive, proactive wealth advisory and fiduciary investment services. We help our clients preserve and grow wealth through the use of extensive market experience, cost-effective investment vehicles, and strategies that are continually refined since we were established in 1981. In its simplest form, we are committed to enriching the lives of our clients by delivering personal and professional investment management services, unsurpassed client satisfaction, and financial peace of mind. We welcome you to learn more about the wealth management benefits PJS Investment Management offer our clients at www.pjsinvestment.com. Thank you for considering PJS Investment Management for your investment management and wealth planning needs!

## Questions

### How does PJS Investment Management construct client portfolios?

The firm takes a direct security selection approach, purchasing individual equities and bonds for client accounts rather than allocating to third-party funds or model portfolios. Public disclosures suggest a focus on large-cap domestic stocks and municipal bonds, reflecting a tax-sensitive strategy common among Wisconsin-based advisors. This hands-on construction distinguishes it from the growing number of advisors who outsource investment decisions to centralized strategists.

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Last updated: 2026-08-10T19:36:47.593Z

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