PDM Investment Services, LLC was formed in 2005. Philip Michalek is the president and owner of
PDM Investment Services. Mr. Michalek has an engineering background with deep analytical skills driving extensive
research to identify and develop investment models and strategies that produce consistent market-beating returns
without taking on high risk. Mr. Michalek has acquired knowledge from studies in behavioral finance to help
control emotions during market tops and bottoms. Mr. Michalek is dedicated to bringing sophisticated analysis
of the stock market to the average investor. Philip Michalek puts his personal money into his investment strategies.
His motivation comes from his passion toward investing and helping others.
What Makes Us Different Than Other Financial Advisors
Product Level Offerings to Meet Your Individual Needs
We Actually Manage the Portfolios We Recommend
Enhanced Strategy Investing at a Low Cost
Wealth Plan Development at a Low Cost
Portfolio Analysis & Optimization
Do-It-Yourself Investor Support
Low Cost
Our primary focus is portfolio analysis, design and management, not a broad range of financial products. What makes us different is that we offer a customized solution based on your needs. Most advisors want
to sell you their complete portfolio management product and other products you may not need. The products
we sell are the products that we use with our personal portfolios and have worked well for us. Listed below
are our product offerings.
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For the do-it-yourself investor who has the education, time, discipline, emotional control and patience to setup and manage a recommended portfolio.
Portfolio Analysis & Design
Portfolio Performance Optimization
401 (k) Asset Allocation Optimization
For the investor who needs a second opinion, periodic reviews, portfolio design assistance & guidance.
Portfolio Management
401 (k) to IRA Rollover
Wealth Plan Development & Support
Stock Purchase Plan & Stock Option Management
For the investor that does not have the time, knowledge or tools to design & manage a portfolio.
Why Work With Us?
- We Put Our Clients’ Interests First
PDM Investment Services is a Registered Investment Advisor with a fiduciary responsibility to put its client’s
interests first. If you are not happy with your financial advisor due to poor performance, high fees, poor service or lack of
trust, it is time to change advisors.
- Customer Service & Integrity
We are an independent investment advisory firm that does not discriminate against clients with small accounts.
- Independent Advice
Since we are an independent advisor, we are not pressured into pushing high cost commission
products like loaded mutual funds and annuities. We are a fee-only financial advisor.
- Open Architecture
Our open architecture allows us to purchase the best stocks and mutual funds, without limitations.
- Manager Ownership
President, Philip Michalek, invests his own personal money in the portfolios he recommends.
- Transparency
Your investments are held with a discount broker as custodian for transparency and low cost.
- Liquidity
We do not invest in illiquid investments like limited partnerships and hedge funds.
- Low Cost
Our portfolio management and trading costs are lower than industry standards. Investing in low cost
strategies using a discount broker as custodian, purchasing no-load mutual funds with low transaction fees and paying
reasonable portfolio management fees, all contribute to higher returns.
- Enhanced Strategy Investing Produces Higher Risk-Adjusted Returns
Our strategies are based on growth at a reasonable price. We use sound investment strategies that have
been used for years by the most successful investors. Our strategies aim to outperform the S&P 500 consistently without
taking on additional risk. Our portfolios invest in high growth sectors like technology, healthcare, financial, natural
resources and Asia. We actively manage the percent of assets in each asset and sector class based on our asset class rating model.
- We offer different product levels to meet your individual needs and budget
Why Act Now?
- In turbulent times like this, good investment advice is very Important
Good investment advice will help you control emotions and avoid making big financial mistakes.
- To get you out of the rat race of Corporate America and get you to retirement sooner
The longer you wait to get your investments on track, the longer it will be until you retire.
- Start improving your portfolio performance now
The sooner you invest in a high performance low-cost strategy, the faster your investments will grow.
- Put an end to your procrastination now
If you do not get your investments on track now, you will continue to procrastinate and one day wake up
without sufficient funds to retire. Now is the best time to get your investments on track to meet your retirement goals.
Make your investment plan a high priority.
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