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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 Founder, Pacific Investment Research

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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.

Cautiously Optimistic or Confidently Bullish - The meaning behind the S&P's $3,000 mark

Today, as of 12:37 PM Eastern Time, the S&P 500 has a valuation of $2996.3. Yesterday, as well as the… Read More

Why are investors taking on risk despite the red flags?

July has seen a return to form as investors take on more risk in light of a dovish fed and… Read More

Market Commentary - Week ending July 12, 2019

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Day 3 of negative equity markets. What's next?

As of writing this post, the S&P is sitting at -.09% for the day, having recovered some early losses in… Read More

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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.
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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).

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