PROFESSIONAL FINANCIAL MANAGEMENT, INC.

Overview

Professional Financial Management, Inc. is an independent Registered Investment Adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates as a fee-based adviser, charging a percentage of assets under management and offering hourly planning engagements. Investment activity is centered on managed public funds and discretionary portfolios, with a clear tilt toward conventional pooled vehicles rather than a boutique concentrated-stock approach. The adviser appears to run client relationships largely on a discretionary basis, implementing model-driven and manager-driven solutions across taxable and retirement accounts. Manager allocation priorities emphasize liquid public funds and third-party managers for specialized exposure. Where the firm seeks non-correlated return streams or income enhancement, it supplements public fund allocations with allocations to real assets and energy-oriented strategies through external alternative managers. Annuities are used selectively within client plans to address guaranteed-income needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices