- About Us
- How We Invest
- Investment Strategies
- Individual Investors
- Institutional Investors
- Pacific Advisors Funds
Our separately managed accounts are tailored portfolios designed to address each client’s specific investment mandate. Each portfolio is focused in 30 to 50 high quality companies with sustainable growth prospects. Our long-term approach is supported by our “Quality Value” analysis of each company which drives our investment process; sector and industry diversification play a secondary, supportive role.
To request our Small Cap Value Institutional Presentation or for additional information, please contact:
Vice President and National Marketing & Sales Director
firstname.lastname@example.org · (901) 857-8804
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.