Houston Financial Profiles | As Seen In… Forbes, March 30, 2009
Portfolio Advisory Council, L.L.C.
Independent Research. Independent Advice.
“We don’t have quotas to fill or specific products
we have to sell. Our independent status gives us the
resources and flexibility to design every portfolio
specifically for the needs of each individual investor.”
W. Thomas Sutton, Portfolio Advisory Council
Many investors are drawn to large
investment houses in the belief that larger
firms can do more than a smaller, independent
investment firm. But according
to Philip Moran of Portfolio Advisory
Council, those investors couldn’t be more
wrong. “The latest news from Wall Street
proves just how wrong,” he says. “As an
independent firm, we work in the best
interest of the investor. It has become
obvious that’s not the case with some of
the large organizations.”
Portfolio Advisory Council prides itself
on a pragmatic approach to investing. “We
are not particularly optimistic about the
future of the financial markets,” continues
Moran, “but we’re not pessimistic either.
We’re balanced, realistic investors.” The
firm utilizes numerous research sources
and a combination of hedging techniques,
options strategies and innovative
methods to build portfolios that
consider both the client’s objectives
and current economic conditions.
“We’re always looking for opportunities, yet we’re
not afraid of holding cash.”
Information is not knowledge.
Mark Twain observed, “It isn’t what
we don’t know that kills us, it’s everything
we know that ain’t so.” We help
our clients interpret the financial media’s
deluge of information and bring clarity to
each client’s financial plan. Successful
“Client service and objective advice have been our goals from day one. As a result, we rarely lose a client; clients enjoy working with the same team year after year.”
The Leading Edge
in Investment
Management
• IRA Rollover Specialists
• Retirement Income Experts
• Tax Planning
Front: Wendy Korman, CPA; Philip Moran, CFP;
Robert Frank; James Hamilton, CFS; W.
Thomas Sutton, CFP, CDFA. Back: John
Husbands; Jerry Smith; Stacy Fojtik
accumulation and preservation of wealth
requires efficient tax management;
Portfolio Advisory Council helps clients
minimize taxes by utilizing leading-edge
retirement plan designs and other tax
advantaged strategies.
James Hamilton, Portfolio Advisory Council
• 401(K) & Defined Benefit Plans
• Stock Option Strategies
• Certified Divorce Financial Analyst
3 Greenway Plaza, Suite 1960 • Houston, Texas 77046
713.574.6015 • FAX 713.622.3950
www.pacadvisory.com
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.
Portfolio Advisory Council, L.L.C., a Registered Investment Advisor. Cambridge and Portfolio Advisory Council,
L.L.C. are not affiliated.
©2009 EMI Network Inc. • 800-999-1950 • www.eminetwork.com