Institutional Advisory Services

Retirement Consulting Services and Investment Advice to Non-Profits

With a long-standing history of providing fiduciary and retirement consulting services to retirement plan sponsors, Pacific Portfolio Institutional Advisory is uniquely positioned to help employers manage their 401(k), 403(b), defined benefit, and nonqualified deferred compensation plans.

We partner with a wide range of companies in various industries, using a deep bench of global resources, and decades of experience working with over $2 billion in retirement plans. We have the knowledge and expertise to help keep our clients’ plans competitive, engage their employees, benchmark their service providers, and assist them with fiduciary oversight.

With Pacific Portfolio 401k, you will have access to customization that suits the needs of your business and the unique lives of your employees. We offer group and one-on-one employee retirement and investment education meetings.

Services We Provide as your “Chief Retirement and Investment Officer”:

FIDUCIARY GOVERNANCE

We proactively assist in keeping you well informed at every stage of our engagement and routinely provide advisement to ensure our clients are fully aware of their fiduciary roles and responsibilities in all areas.

INVESTMENT ADVISING

At Pacific Portfolio, we view investment management as a dynamic process. We don’t believe in “one-size-fits-all” turnkey strategies.

• We Know You: Understanding your goals is our top priority.
• We Know the Markets: Drawing on our one-of-a-kind in-house research team and experienced investment specialists, we’ll deliver you a strategy built to succeed in today’s changing global landscape.
• We’ll Find Your Best Fit: We’ll help you customize an investment strategy that makes sense for your goals.

PROGRAM EVALUATION

Let our expert team make sure the strategies you have in place are delivering results that match your goals. If you have an investment program in place, we can make sure it’s still working for you.

• Independent Review: Many fiduciaries benefit from an occasional outside review to assure the solidity of their approach.
• Broad knowledge: Our advisors can evaluate a range of program factors, such as asset mix, style diversification, and overall fund manager performance.
• Customized Review Reports: If we find room for improvement, we will handcraft a strategy designed to boost your program and deliver the results you desire.

FUND MANAGER SELECTION

Identifying quality fund managers is at the heart of what we do and is how we clearly identify the best investment programs. As your expert advisor, our role is to consistently monitor your plan’s investment managers on your behalf. We perform this duty as an interactive part of our ongoing investment review process.

• Comprehensive Approach: We have an in-depth process that focuses on both quantitative and qualitative measures for selecting the right fund managers to match your investment needs and remain consistent with your investment policies.
• Our Investment Committee: Central to our comprehensive services is our internal Investment Committee, comprised of the firm’s Senior Consultants, Advisors, and Chief Investment Officer, and fully supported by our in-house research team. This team is responsible for all decisions regarding our internal investment processes and the overall advice we provide to each of our clients.
• Detailed Reporting: We process all of the relevant investment data and analyze a multitude of metrics to create information that is meaningful to you. We provide detailed reports that our clients depend on to carry out their respective fiduciary duties.
• Quantitative Analysis: Pacific Portfolio identifies managers that meet certain criteria and exhibit certain characteristics, including: high consistency of absolute & risk-adjusted outperformance relative to benchmark & peers, high consistency of investment style over time, reasonable expenses relative to category peers.
• Qualitative Analysis: Managers meeting quantitative criteria receive a detailed questionnaire covering such areas as: investment philosophy, Investment process, qualifications of personnel, explanation of periods of substantial over- or under-performance.
• Pacific Portfolio Investment Committee Decision: Pacific Portfolio’s Investment Committee reviews and evaluates information obtained from the investment managers to determine which best meets our exacting standards. The Committee vote determines specific investment manager assignments to a specific asset class and investment style.

EMPLOYEE EDUCATION

We believe that the best investors are well-informed investors. We are committed to making sure every member of your organization feels informed and supported.

• Employee Engagement: Not everyone is an investment expert. That’s why we are committed to working with your team to ensure they understand the value of the investment opportunities in your plan.
• Clear Communication: We can speak to your team in clear language to make sure they understand exactly how their program works and how it may truly benefit them.
• Building Confidence: Let us inspire your participants to self-direct their investments for retirement within the structure of the program that together we have crafted for them.

Get Started Today

Our professionals welcome the opportunity to speak with you about our fiduciary and retirement consulting services. Meet the team

(206) 623-6641

Have us contact you