Services 

Pacific Portfolios - We will find the right portfolio and investment style to meet your goals.
Pacific Equity - seeks lower volatility with equal or better performance than the S&P 500 Index.
Pacific Balanced - combination of equities and fixed income which seeks conservative growth and income.
Pacific Fixed Income - collection of high quality rated bonds that seek low risk and dependable returns. 
Pacific Value - seeks to generate dividend income and maintain lower volatility than the overall equity market.

Need help with your 401k?

Do not leave your retirement in question. Pacific Coast will help you allocate your 401k to meet your personal objectives and goals. 
 

Already have a Manager? Cut your Costs.

If you already have an outside manager that you would like to stay with, transfer your portfolio to our platform and save potentially up to 75% in expenses.  More information click here

We will find the right Manager for you

If one of the Pacific Portfolios is not the right investment for your personal goals we will find you an independent outside manager that is suited to your needs. More information click here

When you open your Account with Pacific Coast

Charles Schwab Institutional, the national discount brokerage firm acts as your custodian.  Through Charles Schwab you will receive monthly statements reflecting your current positions and any additional account activity that occurred during that month. 

Through an arrangement with PCIA and Charles Schwab there are no account fees, account maintenance fees, inactivity fees, etc. regardless of your account size.  Commission charges are very low. 

From Pacific Coast you will receive a quarterly performance report comparing your account performance to the markets performance as well as our benchmark, the S&P 500.

More Savings

In addition to an already discounted fee when you open an account at Pacific Coast Investment Advisors, we will further discount your fee by 10% for a year, for each new client you refer to us.  The account must be valued at $500,000 or more, limit 50% discount per year. 

Additional Services

-Monthly Market Commentary Reports

-Annual Account Objective and Risk Reviews

-And much more