Pacific Coast is an independent "fee-only" Registered Investment Advisory. As fiduciaires our priority is providing independent, comprehensive advice to our clients and doing only what is in their best interest. We work with our clients to establish both long and short-term life goals and educate clients on how these goals will impact their financial futures.
Through the financial planning process Pacific Coast will work with you to create a financial roadmap that will help guide your financial decisions for the future. We provide comprehensive investment management and financial planning services based on your financial goals. We strive to cultivate relationships with our clients, and then tailor solutions designed to meet your needs.
Through the financial planning process Pacific Coast will work with you to create a financial roadmap that will help guide your financial decisions for the future. We provide comprehensive investment management and financial planning services based on your financial goals. We strive to cultivate relationships with our clients, and then tailor solutions designed to meet your needs.
Services
John founded Pacific Coast Investment Advisors, LLC in 2006 with the goal of offering high-quality investment solutions with the utmost integrity. John brings over 40 years of investment management experience, investing through all different types of market conditions. His experience is a tremendous asset as he helps guide your investment portfolios.
Equity markets resumed their march to higher highs despite the recent pullback in growth stocks due to rising interest rate concerns. The 10-year Treasury yield rose to about 1.75%, causing many technology companies and other growth stocks to recede as much as 20% in previous months. The 10-year Treasury has retreated to about 1.6% and growth stocks have since rebounded.
Our portfolios are designed and managed exclusively by Pacific Coast. We offer a series of high-quality, conservative portfolios to meet the needs of our clients. This equity portfolio is structured to provide conservative portfolio growth while retaining low relative risk. It is diversified across most major sectors of the U.S. economy.
The biggest benefit of the financial planning process is that it allows clients the opportunity to visualize the big picture of their financial futures. We work with our clients to establish both long and short-term life goals and educate clients on how these goals will impact their financial future.
We work with small businesses and self-employed individuals to identify the right retirement plan for your company and yourself. Most retirement plans we recommend have $0 out of pocket plan expenses to the employer. Many small businesses are sold retirement plans from payroll firms, insurance salespeople, or commsission based brokers.
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