Using a tailored approach, we will design a portfolio customized to your objectives. Across our equity, balanced, and fixed income strategies, we adhere to an actively managed portfolio philosophy that emphasizes a total return approach. You can access these strategies using a:

Separately Managed Account

For portfolios with at least $250,000 in assets.

Each account is individually managed with our focused portfolio strategy. We use our comprehensive research methodology to create a diversified portfolio of select stocks and/or fixed income securities.

Mutual Fund Separately Managed Account

For portfolios with at least $50,000 in assets.

Each account is individually managed to create a diversified portfolio of select mutual funds. Portfolios utilize the Pacific Advisors Funds and complementary funds. We identify funds based on such factors as: strategy, track record, risk/return, consistency and operating history.

We invite you to contact us to learn more.

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.