Outside Managers:

What type of investor are you?

Do you know what type of investor you are? Are you conservative investor concerned with avoiding risk, or are you aggressive investor seeking higher returns?  Pacific Coast Investment Advisors will work with you to answer your questions and find the right manager to fit your needs. 

Already have a Money Manager?…..Pacific Coast can still help.

Many investors have found a money manager at a bank or brokerage firm they are satisfied with for reasons that include; their stock selection, performance, allocation or a combination of things, so why should you move your account?  The answer is cost, selection and service.  If you could have the exact same account you already have but pay up to 75% less with Pacific Coast, would you move it? The answer is most often, yes.

Example of Savings:  0.75% reduction in annual account fees for a $1,000,000 will result in a savings of $7,500 a year, every year! That kind of savings adds up quick.   

There are no hidden fees.  This means you could be saving thousands of dollars every year with a portfolio manager you already trust.  The only way we are compensated is by our annual fee, which is already included in the discounted fee we offer for outside managers.  Our clients have full disclosure of how much they are being charged, and who receives the money.