Pacific Portfolios

Pacific Equity:  generally is a high quality, conservative equity portfolio of stocks, diversified across several market sectors.  The portfolio is comprised primarily of growing companies that can be acquired at reasonable prices (GARP).

Pacific Equity Portfolio general characteristics:

• Comprised of large, mega, and medium capitalization equities
• Less that 40 positions
• Turnover is generally low 20% to 30%
• Limits taxes by loss harvesting, based on your specific situation
• Pacific Coast Investment Advisors are not market timers
• Applies quantitative and fundamental analysis to identify attractive long term investments
• The goal is to seek to have lower volatility with equal or better performance than our benchmark the S&P 500 index  

Pacific Balanced:  is a combination of the Pacific Equity portfolio and the Pacific Fixed Income portfolio.  This portfolio allocation model fulfills the needs of those clients looking for a balance of conservative growth and income. 

Pacific Fixed Income:  is a collection of higher rated bonds for clients that seek low risk and dependable returns.  U.S. Government bonds, U.S. Government Agencies, AAA corporate bonds and Insured Certificates of Deposit comprise the majority of the bond portfolios holdings. 

• For fixed income portfolios we apply active duration and sector selection of investment grade short to intermediate maturity bonds

Pacific Value: is an equity portfolio designed to generally invest in high quality dividend paying stocks.  The portfolio aims to generate dividend income and maintain lower volatility than the overall equity market. The portfolio is invested in companies that may increase their dividends.  

Past Performance is not indicative of future returns.  Investment value will fluctuate and may be worth more or less than original cost over time.