Our Services

WHAT WE DO

As a successful individual, your time is your most precious asset. Let our investment and financial consulting services increase your Value of Time^® so you can focus on what matters most to you.

WEALTH MANAGEMENT
Our Dynamic Whiteboard Process helps our clients gain complete clarity as to where they are today and how they need to structure their portfolio, taxes, and estate on an ongoing basis to reach their short and long-term goals.

TRUST SERVICES
Pacific Portfolio Trust Company provides trust and estate planning services to our clients and takes over the full responsibility of all aspects of managing the complex and specific needs of our clients who desire a corporation fiduciary.

PORTFOLIO CONSTRUCTION AND MANAGEMENT
Learn about our proprietary Focus-5 Investment Methodology: CARPE™ that factors a comprehensive process of analyzing Capital Markets, Asset Allocation, Risk / Return, Planning and Execution to help our clients construct their portfolios.

INSTITUTIONAL ADVISORY SERVICES
With over $2 billion under management in institutional assets, we help businesses as their outsourced Chief Retirement and Investment Officers, helping increase the Value of Time^® for our business owner clients around this complex space.

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