Small Cap Value Strategy

Invests primarily in small companies (i.e., companies with market capitalizations of $100 million to the highest market capitalization of companies within the Russell 2000® Index, at the time of purchase).  The Small Cap Value Institutional Composite includes Registered Investment Company portfolios.

Small/Mid-Cap Value Strategy

Invests primarily in mid to small capitalization companies.

All Cap Value Strategy

Invests in a diversified mix of large to small capitalization companies.

Women In Leadership – Quality Core Strategy

Invests in high-quality companies with women in executive positions (Chair, CEO, President, CFO, or COO) or representing at least one-third of the Board of Directors. Clients may specify a limitation to invest only in companies in the S&P 500® Index.

Balanced Strategy

Invests in a diversified mix of large to small capitalization companies with at least 25% of assets in fixed income securities.

Income and Growth Strategy

Invests at least 50% of assets in fixed income securities with equity investments diversified primarily in mid to large capitalization companies.

Conservative Income Strategy

Invests at least 75% of assets in fixed income securities.

Equity Value Strategy

Balanced Value Strategy

Separately Managed Accounts

Mutual Fund Separately Managed Accounts

Invests in a diversified selection of the Pacific Advisors Funds and complementary funds based on the client’s investment objective.

Additional Strategies

Shares of the Pacific Advisors Funds (the “Funds”) are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks including the possible loss of the principal amount invested. For more information on the Funds, including objectives, risks, charges and expenses, please call (800) 989-6693 to request a copy of the prospectus. Please read the prospectus carefully and consider the investment objectives, risks, charges, and expenses before investing. The Funds are distributed by Pacific Global Fund Distributors 101 N Brand Blvd, Ste 1950, Glendale, CA 91203.

Investing in securities involves risk of loss that clients should be prepared to bear. Click here for a description of specific risks related to our investment strategies.