Helping you outperform and deliver value.
Through Pavion Wealth Asset Management (PWAM), Pavion Wealth Financial Professionals have access to customized investment advice and investment management. Our creativity, innovation, and superior investment knowledge provides you and your clients with unbiased advice and ideas that address goals and objectives. With more than a half century of experience, PWAM has earned a reputation as the go-to partner for Pavion Wealth Financial Professionals.
10:1 Ratio of Financial Professional to PWAM Professional
You'll have direct access to investment decision makers and business partners that span many disciplines; from research and due diligence to investment strategy and financial planning. We excel at integrating traditional and alternative portfolios into unified solutions and believe that discovering early stage partnerships with investment management teams in traditional and alternative investments are a channel to potential future outperformance.
PWAM’s Discovered Manager Series
An Active Management Approach to Investing
Our unique Discovered Manager Series, an active management solution, introduces your clients to portfolio management teams that share our level of market passion, conviction, and smart business sense. We have the experience, continuity, and training to address the diverse needs of a complex investment universe, helping you to address each of your client’s financial goals.
How Our Investment Works
You’ll be provided access to a comprehensive integrated investment platform that is coupled with a strong service-oriented infrastructure. We will evaluate your clients’ detailed financial goals, expectations and risk tolerance to help you design investment plans. Our team of professionals create and maintain close working relationships to help you through the evaluation, proposal, and implementation process that supports your financial recommendations.
