PROFESSIONAL ADVISORY SERVICES INVESTMENT POLICY STATEMENT
We assist clients to establish their financial objectives and determine their retirement and investment needs. We also assist clients in choosing their risk tolerance.
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Growth |
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Moderate |
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Conservative |
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Our primary objective is to preserve our clients’ assets and secondarily to provide a prudent level of growth. To accomplish these objectives, clients give us discretionary power to manage their portfolios on a daily basis.
We study the economy and the market and daily determine when and if changes need to be made. Clients are notified of changes shortly after they are made. Professional Advisory Services also reports portfolio performance to clients quarterly and as requested. |
In order to make the most of your investment dollars, you need the benefit of a professional financial advisor who understands your needs as well as your goals.
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Wayne Williams, the firm’s founder, has been delivering money management solutions for clients since 1983. Gary Morris, attorney at law and managing partner of Hart Mieras and Morris has provided estate planning legal services and trusts for over 35 years. As a team, these principals have developed Professional Advisory Services into a specialty firm for active daily money management.
Meet our firm's principals
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Professional Advisory Services, Inc.
255 E. Santa Clara St., Suite 300
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
Financial advisor, money manager, mutual fund manager, retirement planner, asset manager,
Investment advisor, investments, estate planning, portfolio management, registered investment advisor,
Retirement plan manager, investment manager, financial planner, personal financial planning
Burbank | Glendale | Glendora | La Canada Flintridge | La Verne | San Marino | Monrovia | Pasadena | Whittier
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