Portfolio Advisory Council, L.L.C.
We Are Realists
Successful investing can be expressed in two words: tactical management. The mission of Portfolio Advisory Council is to deliver the performance of Capital Markets and increase returns through tactical asset management. We reduce risk by insisting on being paid while we wait. Income is key. Capital gains are great, but predictable income is also an important component of an attractive investment return.
We are an independent investment Advisory firm which allows us to work in the best interests of our clients. Our clients receive unbiased recommendations and impartial guidance based directly on their needs and goals.
Contrary to some investment managers, we don't believe in re balancing to a pre-set asset allocation model. Instead, assets are re positioned to best advantage of style or asset class, based on current market conditions.
By being patient while others are pushing to transact and by being thrifty while others are paying a premium, the firm works daily to improve results. Our work is never done.
Information Is Not Knowledge
We help our clients interpret the financial media's deluge of information and bring clarity to each client's financial plan. Successful accumulation and preservation of wealth requires efficient tax management; PAC helps clients minimize taxes by utilizing leading edge retirement plan designs and other tax advantaged strategies.