{"id":341,"date":"2016-12-09T07:44:24","date_gmt":"2016-12-09T07:44:24","guid":{"rendered":"http:\/\/hrwmgmt.com\/?page_id=341"},"modified":"2022-07-25T20:52:30","modified_gmt":"2022-07-25T20:52:30","slug":"about-pacific-investment-research","status":"publish","type":"page","link":"https:\/\/pacificinvestmentresearch.com\/about-pacific-investment-research\/","title":{"rendered":"About"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]<\/p>\n<h3>Financial advice provided in a better way.<\/h3>\n<p>A high percentage of investors are not satisfied with their financial advisors.\u00a0 Why not?<\/p>\n<ul>\n<li>While they liked what they heard when they first met the advisor, actual performance did not match the expectations created during the sales process<\/li>\n<li>Their advisor was not in touch as often as they\u2019d like, especially during volatile markets<\/li>\n<li>Risk management seemed to be a passive wait-and-see attitude<\/li>\n<li>They were not sure how closely their investments were being monitored<\/li>\n<\/ul>\n<p>At Pacific Investment Research, we understand that there are few things more important than the management and preservation of your life\u2019s savings.\u00a0 You need to feel secure about how your assets are invested at all times.<\/p>\n<p>So we developed a better solution.\u00a0 With Pacific Investment Research:[\/vc_column_text][\/vc_column][\/vc_row][vc_row css=&#8221;.vc_custom_1481269963950{border-bottom-width: 1px !important;border-bottom-color: #e8e8e8 !important;border-bottom-style: solid !important;}&#8221;][vc_column width=&#8221;1\/2&#8243;][vc_single_image image=&#8221;771&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; onclick=&#8221;custom_link&#8221; link=&#8221;\/financial-planning\/alternative-investments\/&#8221;][vc_column_text]<\/p>\n<p style=\"text-align: center;\">We <u><b>only<\/b><\/u> work with individuals and couples.\u00a0 We don\u2019t work with corporations or institutions, so you get the attention you deserve.<\/p>\n<p>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/2&#8243; css=&#8221;.vc_custom_1502618003502{border-left-width: 1px !important;border-left-color: #e8e8e8 !important;border-left-style: solid !important;}&#8221;][vc_single_image image=&#8221;772&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; onclick=&#8221;custom_link&#8221; link=&#8221;\/financial-planning\/asset-management\/&#8221;][vc_column_text]<\/p>\n<p style=\"text-align: center;\">Your key contact is not a sales person. Instead you work directly with the professional money manager of your investment portfolio.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row css=&#8221;.vc_custom_1481269963950{border-bottom-width: 1px !important;border-bottom-color: #e8e8e8 !important;border-bottom-style: solid !important;}&#8221;][vc_column width=&#8221;1\/2&#8243; css=&#8221;.vc_custom_1493711962453{border-right-width: 1px !important;border-right-color: #e8e8e8 !important;border-right-style: solid !important;}&#8221;][vc_single_image image=&#8221;773&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; onclick=&#8221;custom_link&#8221; link=&#8221;\/financial-planning\/alternative-investments\/&#8221;][vc_column_text]<\/p>\n<p style=\"text-align: center;\">By performing the day-to-day money management in-house, we can eliminate a layer of expenses associated with 3rd party money managers, mutual funds or ETFs\u00a0 improving your net returns with no additional risk.<\/p>\n<p>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/2&#8243;][vc_single_image image=&#8221;774&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; onclick=&#8221;custom_link&#8221; link=&#8221;\/financial-planning\/asset-management\/&#8221;][vc_column_text]<\/p>\n<p style=\"text-align: center;\">Let us worry about the day to day performance of your assets so you don\u2019t have to. We are a phone call or email away if you have a question or concern.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row css=&#8221;.vc_custom_1481269963950{border-bottom-width: 1px !important;border-bottom-color: #e8e8e8 !important;border-bottom-style: solid !important;}&#8221;][vc_column width=&#8221;1\/2&#8243; css=&#8221;.vc_custom_1493711880073{border-right-width: 1px !important;border-right-color: #e8e8e8 !important;border-right-style: solid !important;}&#8221;][vc_single_image image=&#8221;775&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; onclick=&#8221;custom_link&#8221; link=&#8221;\/financial-planning\/alternative-investments\/&#8221;][vc_column_text]<\/p>\n<p style=\"text-align: center;\">We are full service.\u00a0 We can help with <u>all<\/u> of your financial planning needs, for example buying a vacation home, refinancing your mortgage, drawing income during retirement, etc.\u00a0 While we don\u2019t provide tax, legal, or insurance advice, we can refer you to experts that we trust.<\/p>\n<p>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/2&#8243;][vc_single_image image=&#8221;776&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; onclick=&#8221;custom_link&#8221; link=&#8221;\/financial-planning\/asset-management\/&#8221;][vc_column_text]<\/p>\n<p style=\"text-align: center;\">We are a <strong>fee-only<\/strong> service provider.\u00a0 No commissions ever.\u00a0 One asset-based fee covers <u>all<\/u>\u00a0of our ongoing services\u2014so after the initial planning phase, there are no surprises or add-on fees for general financial planning advice in the future.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;777&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; onclick=&#8221;custom_link&#8221; link=&#8221;\/financial-planning\/special-needs\/&#8221;][vc_column_text]<\/p>\n<p style=\"text-align: center;\">We act as a <strong>fiduciary<\/strong>, which simply means we put your financial interests ahead of our own.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][vc_column_text] Financial advice provided in a better way. A high percentage of investors are not satisfied with their financial advisors.\u00a0 Why not? While they liked what they heard when they first met the advisor, actual performance did not match the expectations created during the sales process Their advisor was not in touch as often as they\u2019d like, especially during volatile markets Risk management seemed to be a passive wait-and-see attitude<\/p>\n","protected":false},"author":1,"featured_media":857,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>About Us l Pacific Investment Research, Orange, CA<\/title>\n<meta name=\"description\" content=\"At Pacific Investment Research, our primary focus is providing personalized active asset management services to pre-retirees and retirees.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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