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The Presidential Mission

The Mission of Presidential Brokerage is to make a positive difference in the lives of our clients and their families by providing insightful, ethical, caring and individualized financial guidance

 



Financial Advisor/Money Manager

 

Contact Matt Pavich

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Matt has served in the financial services industry for over twenty-five years. His experience in the markets encompasses a vast scope of financial products and responsibilities, from life insurance sales to Certified Financial Planner to individual stock analysis, and to his current role as Financial Advisor and Money Manager. This diverse and eclectic qualification within the industry gives Matt the skill set to recognize and address a wide array of financial issues clients face and help them make informed decisions to better serve their needs. Through his newsletter, articles, meetings, and conversations Matt makes a concerted effort to help ramp up his client’s learning curve regarding their financial decisions. He likes to think he helps his clients become a more informed consumer in the financial services arena. Subscribe to the Pavich Perspective Newsletter to get his current thoughts.

Experience is the best teacher, and over the years, Matt has learned the true value of skepticism regarding the advice Wall Street dispenses to Main Street. In virtually every financial firm's mission statement you read the mantra of identifying the clients’ goals and matching them with strategies that are designed to achieve those goals. However, in the real world we have now come to learn that quite often there exist hidden inherent conflicts of interest that actually put the client behind the interests of the firm. Matt is committed to placing the client first by pledging to “level the playing field”, and keeping clients informed of any potential conflicts.  He firmly believes that the interests of the advisor, and the firm, should be the success of the client, not the bottom line of the firms’ proprietary trading account, investment banking desk, or total fees generated.

With the recent turmoil in our financial markets, many of the great myths of Wall Street have been exposed. Investors have begun to wonder who is actually protecting their assets. If you would like to speak with a financial service industry veteran that puts his clients' interest first, and who has demonstrated a proven growth strategy that also has a focus on protecting capital, give Matt a call.

 

 
 
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