Portfolio Advisory Council,l.l.c.

Portfolio Advisory Council, L.L.C. is a registered investment adviser based in Houston, TX, established in September 1986. The firm specializes in financial planning, investment management, retirement income planning, and business retirement plans such as 401ks and profit-sharing plans. Their investment philosophy focuses on a growth and income approach to help clients achieve financial goals. The firm provides continuous investment management and supervisory services, with accounts reviewed periodically for asset allocation and performance. Clients of Portfolio Advisory Council, L.L.C. have discretion over their investments, with the firm utilizing marketable securities such as mutual funds, ETFs, stocks, bonds, options, and REITs to meet individual investment objectives. The firm charges a management fee of 1.2% per year based on assets under management, payable quarterly in arrears. Clients may also opt for consulting services at an hourly rate or fixed fee. The firm operates as a fiduciary, acting in the best interests of clients. The team includes experienced professionals such as W. Thomas Sutton, CFP, James Hamilton, CFS, AIF, Philip B. Moran, MBA, CFP, ChFC, AIF, and John Husbands. Clients can request the firm's Code of Ethics for further information on business conduct. Portfolio Advisory Council, L.L.C. does not engage in performance-based fees, and clients have discretion over voting client securities. The firm does not vote proxies on behalf of clients. For more detailed information, clients can access the firm's brochure on their website or request a copy from the designated supervisor. Portfolio Advisory Council, L.L.C. is committed to transparency and providing tailored financial services to meet clients' needs and goals.