Professional Asset Management, Inc

Overview

Professional Asset Management, Inc. is a small, owner-operated independent registered investment adviser that focuses on serving individual and family clients and small businesses. The firm’s advisory practice centers on financial planning and discretionary portfolio management with a conservative, income-oriented investment posture. Fixed-income securities—primarily U.S. government bonds—make up the core of client portfolios, reflecting a preference for capital preservation and predictable cash flow over aggressive equity exposure or market-timing strategies. Beyond advisory work, the firm acts as an insurance broker and integrates insurance products into client plans. Fee arrangements are non-transactional, relying on hourly and fixed-fee engagements for planning and advisory services rather than commission-based compensation. Professional Asset Management, Inc. does not identify as an active ESG investor and operates with a relatively localized footprint rather than as a multi-state advisory platform.

Assets & Accounts

Investments & Alternatives

Location & Offices