PROFESSIONAL Overview
Professional Advisory Services Inc is an investment advisor that manages 741.1 MM dollars in regulatory AUM and has 7 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 507MM in positions, representing 68% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 507MM in positions, representing 68% of the manager's regulatory AUM.
PROFESSIONAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PROFESSIONAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| PEP | 4.02% | Cons. Staples | 6.9% | 0.12% | 0 | 25% | ||
| NVS | 4% | Health | 1.64% | 0.2% | 0 | 7% | ||
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FEATURED IN
PROFESSIONAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Ken M. Ligon | Vice President, Class A Shareholder, Partner | December-1993 |
| David A. Jaffe | President, Class A Shareholder, Partner | January-2004 |
| Carol L. Bieber | Secretary/Treasurer/Chief Compliance Officer, Class A Shareholder, Partner | January-2004 |
PROFESSIONAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
PROFESSIONAL Investment Strategy
Item 8: Investment Strategy, Methods of Analysis, and Risk of Loss
Investment Strategy
PASI invests client funds in two primary asset classes – equities and fixed income. Our goal for
the equity portfolio is capital appreciation and dividend income while moderating risk through diversification and equity selection. PASI primarily invests in high-quality large capitalization growth stocks, with a mix of small and mid-capitalization companies. We prefer companies that are leaders in their industries, trading at attractive valuations, with a history of consistent earnings growth, increasing dividends, and a strong balance sheet. We do not invest in limited partnerships, private equity, hedge funds, currencies, precious metals, commodities, insurance products, or derivatives. On the fixed income side, PASI purchases primarily investment grade corporate bonds, and, where appropriate, investment grade tax-free municipal bonds.
Methods of Analysis: ...
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Investment Strategy
PASI invests client funds in two primary asset classes – equities and fixed income. Our goal for
the equity portfolio is capital appreciation and dividend income while moderating risk through diversification and equity selection. PASI primarily invests in high-quality large capitalization growth stocks, with a mix of small and mid-capitalization companies. We prefer companies that are leaders in their industries, trading at attractive valuations, with a history of consistent earnings growth, increasing dividends, and a strong balance sheet. We do not invest in limited partnerships, private equity, hedge funds, currencies, precious metals, commodities, insurance products, or derivatives. On the fixed income side, PASI purchases primarily investment grade corporate bonds, and, where appropriate, investment grade tax-free municipal bonds.
Methods of Analysis: ...
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PROFESSIONAL Portfolio Concentration
PROFESSIONAL Location
2770 INDIAN RIVER BLVD
SUITE 204
VERO BEACH, Florida
UNITED STATES, 32960
SUITE 204
VERO BEACH, Florida
UNITED STATES, 32960
PROFESSIONAL Contact Information
Phone Number: 772-778-0552
Fax Number: 772-770-2979
Website: http://www.pa-services.com
Fax Number: 772-770-2979
Website: http://www.pa-services.com
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