DISTINCT ADVANTAGES OF FEE- BASED MANAGEMENT
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No commissions or transaction charges for client |
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No surrender charges for liquidation or withdrawals |
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Accounts are 100% liquid at all times |
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VOLATILITY and MARKET RISK are greatly diminished by active daily management |
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Clients select their portfolio according to their risk tolerance |
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Clients can choose a different portfolio for each type of account (IRA, Trust, Individual, etc.) |
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Clients can monitor their accounts online |
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A quarterly and annual performance report is produced for each client account |
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A capital gain & loss report is created for tax preparation |
VOLATILITY IS REDUCED BY ACTIVE DAILY MANAGEMENT
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Each client portfolio is checked and decisions are made daily |
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Client portfolios are moved out of the stock market and put into the money market when risk is high |
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Manager Wayne Williams will further diversify the portfolio as the economy changes |
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Mutual funds (without loads) are used to diversify and to lower risk |
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The number one objective of Professional Advisory Services is to preserve client assets rather than take high risks for maximum gain |
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Professional Advisory Services, Inc.
255 E. Santa Clara St., Suite 300
Arcadia, CA 91006
Tel: 626-294-4728
Home | Our Unique Approach | Distinct Advantages | Our Process | Common Questions | Firm Principals | Our Client Philosophy
You should carefully consider the investment objectives, risks, fees, and expenses before you invest. Securities & Investment Advisory Services offered through Girard Securities, Inc., a registered broker/dealer, member FINRA/SIPC and a SEC registered investment advisor. Professional Advisory Services is not a subsidiary of Girard Securities, Inc
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