The Dzik Investment Approach

”Bob and Justin at Dzik Investments really listened to what I needed and gave us new options, and with them, the ability to produce good solid returns without taking on an unreasonable amount of risk. Since working with them we have consistently outperformed our benchmark for fixed income while generating good cash flow.“*

Senior Executive, Rockwell Fund

* The testimonial may not be representative of the experience of other customers and is no guarantee of future performance or success.

CLEAR Investing

  • C— Combing through offerings (municipals, corporates, mortgage-backed agencies) via direct access to trading desks.
  • L — Laddering your portfolio.
  • E — Everyday monitoring of product spreads.
  • A — Analyzing and recommending based on your unique situation.
  • R — Revising parameters to be market flexible.

Specializing in Fixed-Income Products

More than 40 years of experience coupled with direct trading access in fixed-income products sets us apart from typical advisors and brokers you might be using.

We are confident we know the best sources for your fixed-income needs. Whether it be municipals, corporates, agencies, mortgage-backed, asset-backed, or any other fixed-income products, we’ve got you covered!

Flexible Investment Parameters

We’ll help you benefit from flexible investor parameters based on monitoring product spreads and Dzik Investments’ years of experience

We elevate the data beyond traditional ratings to a more practical advantage for the investor. 

Dzik Investments digs deep into the sectors’ true worthiness. This added research and our independence allow us to outperform our competitors on many occasions.

Is Dzik Investments a good fit for you?

  • Would you like help filtering your investment choices?
  • Do you experience an overload of useless information?
  • Do you value clarity in investing?

If you answered yes to any of these questions, let's talk and discuss your investment parameters. 


Dzik Investments, LLC

6750 West Loop South, Suite 1080

Bellaire, TX, 77401.