Professional Advisory Services, Inc.

Investment ManagementFlorida, United States2-10 Employees

Built on a foundation of integrity and personalized service, Professional Advisory Services, Inc. (PASI), founded in 1977, is one of Florida’s largest independent, fee-only Registered Investment Advisors. We manage approximately $1.2 billion in client assets as of 12/31/2025 across more than 30 states.

Our approach is straightforward: disciplined portfolio management, long-term financial planning, and personalized service. As fiduciaries, we align every investment decision with our clients’ long-term financial goals.

PASI constructs portfolios primarily using individual stocks and bonds, providing greater transparency, tax efficiency, and customization. Asset allocation is tailored to each client’s risk tolerance and financial situation.

Equities: We invest primarily in high-quality large-cap U.S. companies, complemented by select mid-cap and non-U.S. opportunities. We focus on industry leaders with a proven track record of earnings growth, strong balance sheets, sustainable dividends where applicable, and attractive valuations.

Fixed Income: PASI purchases only investment-grade bonds. Bond portfolios are typically laddered over a five-to-seven-year range and held to maturity. This conservative approach ensures stability, security, and a steady income stream. When appropriate, we purchase tax-free municipal bonds.

Professional Advisory Services, Inc. is registered as an investment adviser with the SEC and conducts business only in states where it is properly notice filed or otherwise exempt from registration requirements. Information presented is believed to be accurate but is not guaranteed and should not be regarded as a complete analysis of any topic discussed. Investments involve risk, including potential loss of principal. Content should not be considered an offer to buy or sell securities or as personalized financial advice.

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