At Pacific Investment Research, you'll receive customized investment management and financial planning directly from a fee-only, fiduciary money manager. With most financial advisory firms, day-to day money management is outsourced and you deal with a "relationship manager". This middle-man approach is good for the financial advisory firm but bad for you.
At Pacific Investment Research, you work directly with the investment expert who is managing your assets on a daily basis. We don't force you into cookie-cutter portfolios based on your age and a simple risk profile. Instead, your portfolio is tailored specifically to you. You participate in the development of the investment approach, so you understand it and feel good about it.
At Pacific Investment Research, you work directly with the investment expert who is managing your assets on a daily basis. We don't force you into cookie-cutter portfolios based on your age and a simple risk profile. Instead, your portfolio is tailored specifically to you. You participate in the development of the investment approach, so you understand it and feel good about it.
Services
The Pacific Investment Research team brings decades of experience to helping people create secure financial futures. Richard has been providing investment advice and financial planning services to individuals and families for over 25 years. As Chief Investment Officer, he oversees research and investment processes of Pacific Investment Research.
While they liked what they heard when they first met the advisor, actual performance did not match the expectations created during the sales process. Their advisor was not in touch as often as they'd like, especially during volatile markets. At Pacific Investment Research, we understand that there are few things more important than the management and preservation of your life's savings.
Learn how we use Active Portfolio Management to help you earn consistent and attractive returns, while protecting against significant market declines. We are hands-on money managers. Learn what that means for you. Learn how we look at all parts of your financial life to help you plan to achieve your lifestyle goals and maintain financial security.
Wall Street thrives on making fees indecipherable and hard to understand. Due to this common practice, most people are not clear how much they pay in total fees. We practice voluntary transparency and will explain all the costs associated with our services. Many financial planners and advisors receive commissions on products they sell to their clients.
Pacific Investment Research is a boutique investment advisory firm that provides financial planning and investment management services to investors throughout California. We have more than 25 years of experience helping individuals and couples accumulate and preserve the assets they need for a secure financial future.
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