OUR UNIQUE APPROACH
Professional Advisory Services provides financial advice to clients and manages fee-based portfolios. Professional Advisory Services has extensive experience with the financial and estate planning issues that face investors.
The firm manages but is not limited to:
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IRA, 403b Accounts |
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Retirement Accounts |
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Pension Accounts |
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Corporate Accounts |
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Charitable Foundations |
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Trust Accounts |
We do not use a buy-and-hold philosophy. When the economy or stock market dictates a change, we make these necessary changes as soon as possible. We will move your money into money market funds preventing a slide into the pits. Since there are no transaction charges these moves into or out of the market cost you nothing.
The number one objective of PAS is to preserve the clients' assets rather than take high risk for maximum gain. The 2007 and 2008 stock market and economic problems show the wisdom of this philosophy.
Since the founding of our firm, Our approach to planning has been neither traditional nor formula-driven. We believe that our money management process delivers the least risk for our clients. Our active daily money management service helps clients as they move through various stages of life where wealth accumulation and capital preservation are needed.
Professional Advisory Services works with Girard Securities and National Financial Services (a Fidelity Company) that serve as custodians for all client assets. These national firms provide physical custody of assets, brokerage services, account maintenance and reporting services as well as online access to accounts. PAS never holds your assets or your money.
We invite you to explore how our approach leads serious investors to place their trust in us so they can achieve their goals. Our ambition is to serve as our clients' most valued financial advisor. At Professional Advisory Services, we welcome the opportunity to serve you.
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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