Michalek Brothers Investment Management, Inc. provides investment advice to all types of individual investors and helps navigate life events, which include certain investment issues:

  • 401(k) rollovers
  • Consolidatig IRA accounts
  • College planning
  • Retirement planning
  • Estate planning

Setting a Higher Standard for Financial Advice

We work closely with you because the difference is in the details. We listen. We explain. We collaborate. We go the extra distance to know your personal circumstances. No matter how complex your financial situation may be, our main objective is to make the investment process simple for you.

At Michalek Brothers Investment Management, Inc., we believe that it is our job to sort through the deluge of financial data and investment choices in today’s ever-changing financial marketplace. At some other investment firms, there may be a sense you’re on your own. Not so at Michalek Brothers. Understanding how to interpret market information –and how to act on it – is a specialized skill we are educated to provide. You can gain a partner dedicated to helping identify and pursue your financial goals, such as growing your assets over time, and maintaining the real value of your wealth now and in the future. We’ll work with you on a personal level, using our experience, vision, and talents to get the details right.

We primarily invest in undervalued equity securities that we believe have attractive prospects for capital appreciation. The firm’s principals have well over thirty years aggregate experience in applying the basic philosophy known as “value investing” advocated by Benjamin Graham in Security Analysis, 1934 and The Intelligent Investor, 1949. We aim to provide clients with superior returns on their investment while aiming to reduce their exposure to risk, volatility and possible loss of capital.  Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.

There is no assurance that the techniques and strategies discussed are suitable for all investors or yield positive outcomes. The purchase of certain securities may be require to effect some of the strategies. Investing involves risk including possible loss of principle.