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Important Facts to Know About Us

Key Facts & Credentials

Credentials 

  • Licensed Certified Financial Planners (CFP) and Charter Financial Analyst (CFA)

Ratings  

Professional Associations

  • Member, National Association of Personal Financial Advisors (NAPFA), National Association of Active Money Managers (NAAIM)

Experience

  • 25 years’ experience, 80+ clients with over $80 million under management (as of 12/31/16)

Fiduciary

  • Yes—we are required to always put your financial interests first

Fee-only 

  • Yes—our only method of compensation is a fee

Commissions

  • No!  We do not accept any form of commissions. We work for you…not investment product companies

Clients

  • Individuals and couples, age 55 and over.  We don’t work with corporations or institutions.

Minimum

  • $250,000 minimum asset requirement so we can properly diversify your investments

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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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