Pacific Investment Research

At Pacific Investment Research, we are dedicated to providing our clients with customized investment management and financial planning services. Our team of experienced professionals works directly with you, ensuring that your assets are managed according to your specific goals, needs, and preferences. As a fee-only, fiduciary money manager, we are committed to acting in your best interest at all times.

Truly Personalized Service

Unlike many financial advisory firms, we do not outsource day-to-day money management to a "relationship manager." Instead, you work directly with the investment expert who is managing your assets on a daily basis. This approach allows us to tailor your portfolio specifically to you, ensuring that it aligns with your investing preferences, goals, and needs. Our clients appreciate the opportunity to be more active participants in their wealth management, and they value the ability to communicate directly with the person managing their life savings.

Why Choose Pacific Investment Research?

As an independent, fee-only firm, our loyalty is only to you. We are not influenced by parent corporations or other financial institutions, and we do not receive commissions or other forms of compensation for recommending particular products or services. This means that you can trust us to provide unbiased, objective advice that is based solely on your best interests.

In addition, we believe that individual attention is essential for effective wealth management. At Pacific Investment Research, you are one of a small number of clients, not one of thousands. This allows us to provide you with the personalized service you deserve, and it ensures that you always have direct access to our team of experienced professionals.

Our team specializes in working with individuals and couples who are 55 and older. We understand the unique concerns and challenges that this age group faces, and we have the expertise and experience to address them effectively. Whether you are retired or approaching retirement age, we can help you create a financial plan that will allow you to relax and enjoy life.

Active Management and Proactive Communication

At Pacific Investment Research, we believe that active management is key to producing gains in rising markets and limiting losses during falling markets. Our investment strategies are designed to adapt to changing market conditions, ensuring that your portfolio remains aligned with your goals and risk tolerance.

In addition, we believe that proactive communication is essential for effective wealth management. We stay in touch with our clients through frequent meetings, phone calls, and emails, and we increase our communication during times of market volatility. This allows us to keep you fully informed at all times, and it ensures that you always have direct access to our team of experienced professionals.

Pacific Investment Research Insights

Our team is dedicated to providing our clients with the latest advice and insights on wealth management. Our blog, The PIR Blog, is a valuable resource for individuals who are looking for up-to-date information on a variety of topics, including active risk management, money management expertise, and financial planning strategies.

In addition, we offer a range of special offers and complimentary meetings. Our Complimentary Meeting offer allows you to meet with our team and discuss your financial goals and concerns, and our Second Opinion - Investment Review offer allows you to receive a professional review of your current investment portfolio.

Conclusion

If you are looking for a financial advisor you can trust, look no further than Pacific Investment Research. Our fee-only, fiduciary model, combined with our commitment to truly personalized service, sets us apart from other financial advisory firms. Our team of experienced professionals is dedicated to providing you with the individual attention you deserve, and we are committed to acting in your best interest at all times. Contact us today to learn more about how we can help you achieve your financial goals.