Blog Client Login
Menu

Experience the difference of dealing directly with your own professional money manager.

Start the process Learn More »

Truly Personalized Service

With most financial advisory firms, day-to day money management is outsourced and you deal with a “relationship manager”. This middle-man approach is good for the financial advisory firm but bad for you.

At Pacific Investment Research, you work directly with the investment expert who is managing your assets on a daily basis.

How does this benefit you?

  • We don’t force you into cookie-cutter portfolios based on your age and a simple risk profile. Instead, your portfolio is tailored specifically to you.
  • You participate in the development of the investment approach, so you understand it and feel good about it.
  • Your portfolio reflects your investing preferences, goals, needs… not someone else’s.
  • You can be a more active participant in your wealth management.
I believe you are best served by communicating directly with the person managing your life savings. I find my clients sleep better at night knowing they can ask me and my team anything and call us any time.
Richard Schultz
Richard Schultz Founder, Pacific Investment Research
How to select financial advisors ebook

Looking for a financial advisor you can trust?

Download your FREE guide today
Download Now

Why Choose Pacific Investment Research?

On Your Side

We are an independent, fee-only firm. We are not told what to do with your assets by a parent corporation. Our loyalty is only to you.

You’re More than Just a Number

You and your money deserve individual attention. With our boutique firm you are one of a small number of clients, not one of thousands.

Individuals and Couples 55+

We're specialists, not generalists. Whether you’re retired or are approaching retirement age, we understand your likely concerns and challenges, and we know how to address them so you can relax and enjoy life.

Proactive Communication

You deserve to be kept fully informed at all times. So we stay in touch with frequent meetings, phone calls and emails. When the markets get volatile, we get in touch more often.

Active Management

You may not want your portfolio to simply rise and fall along with the market. We offer active management designed to produce gains in rising markets, but limit losses during falling markets.

Pacific Investment Research Insights

Keep up to date with the latest advice and insights from our wealth management team.

A Guide to the Different Types of Financial Advisors

1. Introduction Financial planning is essential to the creation of wealth, wise investing, and building financial security. Whether you are a young professional savings for a home or a retired… Read More

Preparing for the Great Wealth Transfer

The new decade is here! I was touring the NASA base in Colorado Springs in 2010 when our guide told us about the Orion Project, which was expecting to put… Read More

Understanding the Magic of Compounding

Money works hard for you when directed properly. On some level, most people acknowledge this, but still underestimate how much money they can make simply by investing. To understand the… Read More

4 Questions To Ask Before Buying Your Retirement Home

Ah. The retirement home. Every one of us has our own idea of what we would like to have in our perfect retirement house. Unfortunately, what we want and what… Read More

Are Your Ready to Retire When You Want To?

Schedule your complimentary financial review today.
Let’s Talk ❯

Learn More

Pacific Investment Research

Pacific Investment Research is a boutique investment advisory firm that provides financial planning and investment management services to investors throughout California.  We have more than 25 years of experience helping individuals and couples accumulate and preserve the assets they need for a secure financial future.  As fee-only fiduciaries, we put our clients' best interests first.
paladinregistry
Paladin Certified
This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Click Here to view Paladin’s research report for this professional or firm.

Connect with us

© 2022 Pacific Investment Research. All rights reserved.