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.
Why Choose Pacific Investment Research?
On Your Side
You’re More than Just a Number
Individuals and Couples 55+
Proactive Communication
Active Management
Pacific Investment Research Insights
Understanding Leading Economic Indicators
Every economist, investment advisor, and person at the bar has an opinion on where the economy is headed. Regardless of… Read More
Understanding our Short-Term Market Indicator
Short Term Indicator The Short-term Indicator gauge is updated every Monday morning and reflects our reading of the stock market at that… Read More
Are Your Ready to Retire When You Want To?
Learn More
Pacific Investment Research
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.
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