@pa-services.com
Professional Advisory Services, Inc (PASI) #1 Firm offers the Best Registered Investment Adviser, Financial, Wealth, Asset, Money Management in Vero Beach, FL.
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Description
Professional Advisory Services, Inc. (PASI) is a renowned brand offering professional investment, financial, and wealth management services. Established in 1977 by Kenneth M.
Ligon II and Ronald J. Jaffe, M. D., PASI has evolved into one of the largest independent money management firms in Florida.
With a steadfast commitment to integrity and personalized service, PASI caters to clients in 30 states, managing assets of over $1 billion as of the end of 2020. This family-run business, led by the second generation of Ligons and Jaffes, continues to build upon its founding principles. PASI's success is driven by its disciplined investment approach, which focuses on wealth creation while managing risk and reducing portfolio volatility.
As an independent firm, PASI avoids conflicts of interest, delivering unbiased financial guidance. With a team of experienced and dedicated professionals, they provide exceptional service that sets them apart from trust departments, brokerage houses, and mutual fund companies. To learn more about PASI and their range of services, including investment philosophy and publications, visit their accessible website or contact them directly
Company Type
Privately Held
Company Size
11-50
Year Founded
1977
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