Built on a foundation of integrity and personalized service, Professional Advisory Services, Inc. (PASI) was founded in 1977 and has grown to become one of Florida’s largest independent money management firms. We have clients in over 30 states and AUM of $1.1 billion as of 12/31/2021.
PASI invests client funds in high quality stocks and investment grade bonds. The allocation of funds to each asset class is tailored to the individual client's risk tolerance and financial situation.
Equities: High-quality large cap. growth stocks, with a mix of small and mid-cap. companies. We favor companies that are leaders in their industries, trading at attractive valuations, with a history of consistent earnings growth, increasing dividends, and a strong balance sheet.
Fixed Income: Exclusively investment grade bonds. Typically, the bond portfolio is laddered over a five-year period and held to maturity. This conservative approach ensures a stable, predictable income stream. When appropriate we purchase tax-free municipal bonds.
PASI is registered as an investment adviser with the SEC and only conducts business in states where it is properly notice filed or is excluded from registration requirements. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and strategies have the potential for profit or loss. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. You should consult an attorney or tax professional regarding your specific legal or tax situation. PASI is not engaged in the practice of law. Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to ours.
Company Details
- Employees
- 9
- Founded
- -
- Address
- 2770 N Indian River Blvd,
- Phone
- 1-772-778-0552
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- pa-services.com
- Keywords
- Jacksonville.
- HQ
- Vero Beach, FL
Professional Advisory Services, Inc. Questions
Professional Advisory Services, Inc.'s helpline number is 1-772-778-0552
Professional Advisory Services, Inc.'s website is pa-services.com
Professional Advisory Services, Inc.'s LinkedIn profile is https://www.linkedin.com/company/professional-advisory-services-inc
Professional Advisory Services, Inc. has
9 employees.
View email and phone details for 9
employees at Professional Advisory Services, Inc..
Professional Advisory Services, Inc.'s industry is
Investment Management
Professional Advisory Services, Inc.'s top competitors are
Wealthfactor,
Caruso Insights,
Ars Wealth Advisors,
Yale Capital Corp,
Palisades Hudson Financial Group Llc,
Stillblue Financial Partners,
Integrity Fixed Income Management, Llc,
Magnelibra Capital Advisors,
Caruso Investments,
Wine Chateau.
Professional Advisory Services, Inc.'s categories are Investment Management
Professional Advisory Services, Inc.'s founding year is 1977
