Professional Advisory Services

Investment Management, 2770 Indian Riv BLVD, Vero Beach, Florida, 32960, United States, 11-50 Employees

Phone Number: 77********

Who is PROFESSIONAL ADVISORY SERVICES

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 Floridas largest independent mo...

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Headquarters: 2770 Indian Riv BLVD, Vero Beach, Florida, 32960, United States
Date Founded: 1977
Employees: 11-50
Revenue: $5 Million to $10 Million
Active Tech Stack: See technologies

Industry: Investment Management

SIC Code: 6282 | NAICS Code: 523940 | Show More

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Employees

Ken Ligon

Vice President/Portfolio Manager

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Carol Bieber

Vice President, Portfolio Manager, and CCO

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Len Roth

President

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Frequently Asked Questions Regarding Professional Advisory Services

Answer: Professional Advisory Services's headquarters are located at 2770 Indian Riv BLVD, Vero Beach, Florida, 32960, United States

Answer: 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 Floridas 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.