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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- FoundationPathway +more
- Established Date
- 12-01-1981
- Office Locations
- 3
Office Locations
About PJS Investment Management
PJS Investment Management is an independent, fee-only wealth adviser providing team-based financial planning and investment management for families and individuals seeking a customized, collaborative process. Its “Prosperity Roadmap”/investment blueprint framework focuses on decision order, transparency, and behavioral finance discipline, with planning around retirement and estate needs. Portfolios are often implemented with ETFs; reported primary custodian is Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ELIZABETH NELSON SCHMIDT
Owner
- CRD
- --
- Ownership
- 10% but less than 25%
Joseph Sommerfield Schmidt
Business Analyst, Owner
- CRD
- --
- Ownership
- 10% but less than 25%
Optima delta
Beacon insight vector
- CRD
- #46718
- Ownership
- 36.1%
Showing 2 of 8 owners & executives
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JOYCE CAROL BIELEFELD
Client Relationship Manager
- CRD
- #2941004
Emma E Curtsinger
Client Service Associate
- CRD
- #8103392
Wave oak
Optima legacy delta
- CRD
- #79820
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $826,755,700 | $611,506 |
| Non-Discretionary | $25,254,288 | $1,578,393 |
| Total | $852,009,988 | $622,814 |
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Separately Managed Accounts
Total SMA Asset: $852,009,988
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $471,428,427 | 18.9% |
| Public Funds | $488,888,739 | 19.6% |
| Cash | $596,144,941 | 23.9% |
| Corporate - Investment Grade | $471,428,427 | 18.9% |
| U.S. Government/Agency | $466,439,765 | 18.7% |
| Total | $2,494,330,299 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM DELTA RADIAL | VITAL PEAK | 5HEZ5NPXH | KFNH | 6.22% | $66,643,676 |
| MOMENTUM FOCUS INSIGHT | RIDGE GLACIER | 67JA99S4X | ONK | 2.61% | $19,755,800 |
| MATRIX FOUNDATION | HARBOR EAGLE | H6F0HQF38 | PMR | 7.08% | $91,933,133 |
| VALUE OPTIMA | OPTIMA HORIZON | GVKM1UK30 | SLX | 10.65% | $21,770,837 |
| RADIAL FUSION ELEMENT | PEAK PATHWAY | ZLFDA9T6P | HVBB | 2.14% | $67,079,635 |
| HARBOR LEGACY | ELEMENT GLACIER | 00HSSC7LZ | BWDE | 3.19% | $84,247,521 |
| CAPITAL LEGACY | LEGACY MATRIX | JD23V4FLK | UJFJ | 12.30% | $51,864,686 |
| MATRIX GLACIER | PEAK ELEMENT | XT4EWPIO0 | DZF | 11.68% | $3,884,029 |