Home » Become a Client

lighthouse4

Why Choose Pacific Asset Management

Mutual trust and respect is necessary for a successful relationship. First and foremost, it is imperative that your investment philosophy be in alignment with that of your financial advisor. If our investment philosophy appeals to you, please consider the following advantages we offer over most advisors.

Independent and Objective Advice – Unlike commissioned advisors, we do not sell investment products. As an independent Registered Investment Advisor, we have no ties to any investment product, so we can advise you based on your needs. The mutual funds that we use to build portfolios are no-load, low expense funds. We receive no compensation from the fund nor do we have any financial incentive to use them.

Fiduciary Responsibility – As an independent Registered Investment Advisor, we have a fiduciary responsibility to put your interest ahead of ours.

Comprehensive Wealth Management – We utilize a select network of estate attorneys, insurance professionals, CPA’s and other professionals to ensure that all your financial needs are met.

Tax-Efficient Investing – We take income taxes into consideration when building portfolios and in all aspects of your investment decisions. When appropriate, we take advantage of tax-managed mutual funds.

Socially Responsible Investing – For those interested in socially responsible investing, we have access to mutual funds to build an equity portfolio to meet your needs.

Evidence-Based – The investment strategy that we use is prudent and time-tested based on decades of academic research.

Transparency – You will know exactly what our fees are as well as all relevant information regarding your account.

Access to Dimensional Fund Advisors (DFA) – The mutual funds offered by DFA are available only to institutions and a select network of approved advisors.

 

Contact Us

 

 

“Selecting a financial advisor is one of the most important decisions you will make regarding your financial future.”