Portfolio Construction & Management

FOCUS-5 Investment Methodology: CARPE™

We believe successful investors use a consistent, well-diversified approach to managing their investments. Our years of experience working with the region’s largest retirement plans have given us valuable insights into best practices for asset allocation, manager selection, and ongoing oversight and management. Using our proven process developed by our internal Investment Committee, we apply this knowledge to produce globally diversified, custom strategies that fit our clients’ goals and objectives.

How We Manage Your Portfolio:

CAPITAL MARKETS
Our Investment Committee builds comprehensive risk, return, and correlation assumptions for the global capital markets. These combine long-term historical data and the Committee's forward expectations for each asset class to form the foundation of the long-term asset allocaitons that make up our clients' portfolio strategies.

ASSET ALLOCATION
The asset allocation decision drives the risk and return characteristics of a portfolio over time. Our Investment Committee builds robust, globally-diversified portfolios exposed to a broad range of traditional and alternative asset classes to manage risk and allow investors to pursue the highest return with the least amount of volatility.

RETURN OBJECTIVES & RISK TOLERANCE
Even though a given strategy might be suitable for a broad range of investors, the "right" portfolio for you is one that takes into account your specific return objectives, tolerance for risk and outside assets to make it easier for you to stick with your strategy over time and maximize the probability you will achieve your goals in the long-run.

PLANNING
Our Dynamic Whiteboard Process allows us to work directly with clients to provide comprehensive wealth, tax, retirement, and estate/succession/legacy planning in a clear, consistent, and coordinated manner to allow our clients to more effectively pursue their short and long-term goals in each of these areas.

EXECUTION
Pacific Portfolio offers the opportunity to work with senior-level personnel in a low client-to-staff ratio environemnt, leveraging experience and expertise hone over our nearly 30-year history of advising high net worth families and individuals to provide a smooth, organized, and unified experience in a transparent and conflict-free manner.

Get Started Today

Our professionals welcome the opportunity to develop a customized wealth management solution. Meet the team

(206) 623-6641

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