Overview of Investment and Fiduciary Services

Pacific Portfolio is a wealth management, trust and investment advisory firm located in Seattle, Washington.

Our firm is owned by key employees and a group of well known and respected local investors who intend to keep the company private and in business for multiple generations. Our companies, Pacific Portfolio Consulting, LLC and Pacific Portfolio Trust Company, are held in one holding company Pacific Wealth Advisors.

Pacific Portfolio

Pacific Portfolio Consulting, LLC was founded in 1992 as a private, locally owned company that has become one of the largest independent providers in the region. Our firm currently advises clients with assets in excess of $2 Billion dollars. We value close relationships with our clients and their beneficiaries, and because we have a low ratio of professional staff to clients, we have sufficient time to develop a comprehensive understanding of issues that are most important to our clients. Our firm has always operated as an independent fee only advisor; providing wealth management and investment advisory services to high net worth families and individuals. We also provide the same conflict free investment advisory and consulting services to institutional fiduciaries through our Institutional Services Group. We are committed to providing the highest level of advice and service in a structure that is free from conflict. We believe forgoing affiliations with broker dealers, financial entities or development of internal product as paramount to serving our clients with complete objectivity.

Pacific Portfolio Trust Company

We formed Pacific Portfolio Trust Company to serve the personal and charitable trust needs of our clients who desire a corporate fiduciary. As a professional trustee, we add expertise, experience and objectivity, while taking responsibility for all aspects of managing trusts, adding expertise, while relieving clients from attending to the multitude of details that are required to manage them properly.

We provide planning, investment advisory and trust services for clients who entrust us with assets of at least $2,000,000. We also offer discretionary investment management for clients with portfolios of $500,000 for a minimum fee of $5,000 annually.