{"id":597,"date":"2017-03-29T16:24:08","date_gmt":"2017-03-29T16:24:08","guid":{"rendered":"http:\/\/138.68.1.151\/?page_id=597"},"modified":"2022-07-25T22:12:40","modified_gmt":"2022-07-25T22:12:40","slug":"what-we-do-2","status":"publish","type":"page","link":"https:\/\/pacificinvestmentresearch.com\/what-we-do-2\/","title":{"rendered":"What We Do"},"content":{"rendered":"<p>&nbsp;<\/p>\n<h4>Investment Management<\/h4>\n<p>Learn how we use\u00a0<a href=\"https:\/\/pacificinvestmentresearch.com\/what-we-do-2\/plan-your-financial-future\/\">Active Portfolio Management<\/a>\u00a0to help you earn consistent and attractive returns, while protecting against significant market declines.\u00a0 We are hands-on money managers.\u00a0 Learn what that means for you.<\/p>\n<h4>Comprehensive Financial Planning<\/h4>\n<p>Learn how <a href=\"https:\/\/pacificinvestmentresearch.com\/what-we-do-2\/financial-planning\/\">we look at all parts of your financial life<\/a> to help you plan to achieve your lifestyle goals and maintain financial security.<\/p>\n<h4>Other Wealth Management Services<\/h4>\n<p>We act as coordinator for all your financial needs.\u00a0 If we don\u2019t handle the service in house, we can still help you get it done right.\u00a0 We\u2019re happy to either work with your professionals, or refer you to one of our trusted partners:<\/p>\n<ul>\n<li>Tax preparation<\/li>\n<li>Estate planning<\/li>\n<li>Insurance<\/li>\n<\/ul>\n<h4>Second Opinion Investment Reviews<\/h4>\n<p>Are your investments performing as well as they should be?\u00a0 Are you invested in the right kinds of stocks, bonds, and other securities for your investment goals?\u00a0\u00a0How will your portfolio perform in a bear market?\u00a0 \u00a0Is your portfolio managed in a tax efficient manner?<\/p>\n<p>These are the kinds of questions we will address in our Second Opinion Investment Review.\u00a0 <a href=\"https:\/\/pacificinvestmentresearch.com\/free-offers\/second-opinion-reviews\/\">Click here to learn more<\/a>.<\/p>\n<p>&nbsp;<\/p>\n<h4>Keeping You Informed<\/h4>\n<p>If we\u2019re helping manage your life\u2019s savings, we believe it is our responsibility to keep you fully informed at <u>all<\/u> times.\u00a0 We do that with:<\/p>\n<ul>\n<li>Frequent emails and phone calls<\/li>\n<li>Periodic portfolio review meeting (in person or virtual)<\/li>\n<li>Additional meetings upon your request<\/li>\n<li>Quick access to us during business hours, by phone or email<\/li>\n<li>Instant on-line access to see how your portfolio is doing<\/li>\n<li>When markets are volatile, we will increase our communications with you<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp; Investment Management Learn how we use\u00a0Active Portfolio Management\u00a0to help you earn consistent and attractive returns, while protecting against significant market declines.\u00a0 We are hands-on money managers.\u00a0 Learn what that means for you. Comprehensive Financial Planning Learn how we look at all parts of your financial life to help you plan to achieve your lifestyle goals and maintain financial security. Other Wealth Management Services We act as coordinator for all<\/p>\n","protected":false},"author":2,"featured_media":0,"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 v22.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>What We Do at Pacific Investment Research, Orange, CA<\/title>\n<meta name=\"description\" content=\"At Pacific Investment Research, we offer comprehensive financial planning, investment management, and other wealth management services. Fee-only advice.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pacificinvestmentresearch.com\/what-we-do-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What We Do at Pacific Investment Research, Orange, CA\" \/>\n<meta property=\"og:description\" content=\"At Pacific Investment Research, we offer comprehensive financial planning, investment management, and other wealth management services. 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