Pacific Portfolio

Among the largest investment advisors in the region, Pacific Portfolio currently advises portfolios with a combined worth of more than $1 billion. Our firm was first organized in 1992, but our roots date back to the 1980's when our founders first offered investment advisory services to wealth management and institutional clients.

Our Investment Committee, with over 100+ years of combined experience, has developed a sophisticated asset allocation expertise, which benefits all of our client portfolios. We offer our investment advisory services on a discretionary basis within trust accounts, or on a non-discretionary or discretionary basis within investment only accounts.