ABOUT PORTFOLIO ADVISORY COUNCIL

Portfolio Advisory Council, LLC was founded in 1986 by W. Thomas Sutton, as an independent registered investment advisory firm. From our beginning, client service and honest investment advice has been our focus.

Long-term relationships with our clients are testimony to the success of our philosophy. As realists, our strategy is a balanced approach reflecting each client`s unique objective for growth and income. To hear from our team, please visit our Frequently Asked Questions page. Our team answers your top questions in a very unique way.

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INVESTMENT MANAGEMENT

Custom Investment Plans

Family Trusts

Effective Tax Management

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IRA ROLLOVER SPECIALIST

Retirement & Job Changes

Strategies for Beneficiaries

Avoid Taxes and Penalties

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EMPLOYER RETIREMENT PLANS

401Ks and Profit Sharing

Defined Benefit Plans

403 (B) and Other Plans

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YOUR EXPERIENCED TEAM

Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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INVESTMENT PROCESS

Working with our team at Portfolio Advisory Council is like working with a personal coach who focuses on your specific needs. We’ll review your strengths and weaknesses, and then together we’ll come up with a plan to make sure you have a solid foundation for your future.

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