Over the years, we have built an unmatched suite of services and capabilities around the needs of our private clients and families.
Our fee-only approach provides access to the widest array of solutions without conflict of interest, and our multi-disciplined team gives careful attention. We always provide a deeply personal, individualized approach, and work hard to understand you and your family dynamics.
Wealth Planning & Stewardship
We work hard to be your trusted advisor that will proactively manage your family wealth to ensure you meet your goals and objectives now and into the future. Our experience, breadth and diversity of our team allows you to enjoy your success knowing that you have a fiduciary partner helping you navigate the ever changing financial and market landscape.
Success comes from careful planning, diligent execution and management combined with proactive adjustments as your situation or markets change. We have a broad array of planning services that can be tailored to meet your individual goals and circumstances.
Financial & Retirement Planning
Partner with an expert from our in-house team of specialists, along with any relevant members of your personal team, to identify your goals, values, and objectives and design a customized strategy around them.
Personalized Investment Planning
We’ll help you prioritize your goals regarding liquidity, income, capital preservation, and growth. From there, we will develop and manage a globally diversified strategy targeted to achieve your goals in each category.
Estate and Family Succession Planning
You have worked hard to build the assets you have. We work with you to develop a plan that will maximize the impact of your wealth today and for future generations.
Investment Management & Consulting
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 a proven process developed by our Investment Committee, we will apply this knowledge to produce a globally diversified, custom strategy that fits your goals and objectives.
We will design a long term strategy that best fits your preferences for return and risk, and that is fully integrated with your expected cash flow, goals, and investment horizon.
Tactical Allocation & Rebalancing
We actively manage short term expectations for economy and the markets, using data from our Investment Committee, to ensure your long term success. As needed, we will proactively update the duration of bond portfolios and weighting between global fixed income, global equity, and alternative strategies.
Manager Search & Selection
We believe the best results can be achieved by combining both active and passive investment strategies. We have developed a time tested and proven process for selection of investment managers that includes both quantitative and qualitative analysis, with final selection or removal overseen by our Investment Committee.
Institutional Focus & Fee-only Platform
As a result of our independence and fee-only compensation structure, Pacific Portfolio has access to thousands of funds from hundreds of different investment managers. This process allows us to cull through this universe of investment managers to identify and select only those that appear most suitable to meeting the needs of our clients’ portfolios.
Investment Consulting Services
As a private client of Pacific Portfolio, you and your wealth management advisor will have access to the firm’s research, analysis, and investment team to provide advice on unique assets and investments strategies as well as monitoring and evaluation of outside manager relationships.
We believe wealth management is less about numbers, and more about people.
Estate & Family Legacy Planning
You want your wealth to last long into the future, and we want to provide you with security and peace of mind that it will. Our fully customized family legacy planning services help you develop comprehensive strategies for preserving, growing, and transferring your wealth.
Estate Planning Review
Review of current estate plan and provide advice and guidance to make sure it aligns with goals and objectives for tax reduction, transfer to heirs, and charitable consideration.
Business Succession Planning
Many of our clients have or had the majority of their wealth in a family owned and operated business. We can assist you with review of succession options and opportunities and provide an overview on how each would impact your financial, estate, and legacy planning. We’ll work with your other advisors to provide the information and options you need to consider ongoing management structure or disposition of your family business.
Philanthropic Planning & Oversight
If you have goals to create a lasting philanthropic legacy, we have specialized advisors who can create a custom plan to help you achieve the charitable giving plan that makes sense for you. We also have the capability to provide ongoing guidance and administration of your giving plan or family foundation.
Corporate Trust Services
We formed the Pacific Portfolio Trust Company in 2006 to enable us to serve as the trustee for our private clients and families. This allows for better continuity and transfers for our clients’ families once the estate and philanthropic plan is funded. We are able to meet the needs of a wide range of trust options including revocable, irrevocable, dynasty and charitable trusts. We can also provide record keeping and administrative support of private family foundations.
Information Management & Reporting
As your trusted advisor, our experience as an institutional investment consultant positions us to provide robust, timely, and holistic view of your assets and investment performance over time. We can also provide efficiencies and coordinate information with your internal staff and other advisors.
A Holistic Approach
We look at your entire investment strategy as a whole, to ensure peak performance. We don’t silo your information; we use data aggregation, customized programs, and in-depth reporting to maximize your investments at every step.
Periodic Performance Reporting
We proactively reach out every quarter to keep you involved and updated on your investment’s recent and lifetime performance.
Comprehensive Reporting, Integrated Planning
Our clients often have wealth allocated across a significant range of assets, custodial accounts, and advisory relationships. Our reports allow you to aggregate all of your investment data to implement meaningful strategies across the board.
Customized Reports & Services
We deliver results that matter to you. We’ll give you the information and context you need to easily see progress against the plan and to make the right decisions going forward.