Professional Advisory Services, Inc. Email Format

Investment ManagementFlorida, United States2-10 Employees

Professional Advisory Services, Inc. (PASI) is a Florida-based investment management firm established in 1977. It operates as an independent, fee-only Registered Investment Advisor and manages client assets across more than 30 states, with a focus on disciplined portfolio management, long-term financial planning, and personalized service. The firm constructs portfolios primarily from individual stocks and bonds, emphasizing transparency, tax efficiency, and customization, and tailors asset allocations to each client’s risk tolerance and financial situation. PASI emphasizes a fiduciary standard, aligning investment decisions with clients’ long-term goals, and it pursues a conservative fixed-income approach through investment-grade bonds, often laddered over five to seven years and held to maturity. In its equities strategy, PASI prioritizes high-quality large-cap U.S. companies, supplemented by select mid-cap and non-U.S. opportunities, while also considering tax-free municipal bonds when appropriate. The company operates in the investment management industry and is registered with the SEC, conducting business only where properly notice filed or exempt from registration requirements. A recent development noted is PASI’s investment in a stake in Fortune Brands Innovations in the second quarter, reflecting ongoing portfolio activity. PASI is based in Vero Beach, Florida. }

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