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.