Professional Advisory Services INC

Professional Advisory Services, Inc. is an independent money management firm based in Vero Beach, Florida, managing over $1.2 billion in assets. Founded in 1977, the firm builds customized portfolios primarily using high-quality stocks and investment-grade corporate and municipal bonds. Professional Advisory Services, Inc. works closely with clients to understand their financial goals and risk tolerance, tailoring asset allocations accordingly. The investment committee conducts rigorous fundamental analysis—evaluating global economic conditions, industry positioning, and company financial strength—before making any investment decisions. All accounts are managed on a discretionary basis, meaning the firm makes trades on the client's behalf without needing prior approval for each individual transaction. The client base includes individuals, trusts, individual retirement accounts, charities, and corporate pension or profit-sharing plans. Professional Advisory Services, Inc. does not offer standalone financial planning services; its core focus is dedicated entirely to ongoing investment management.