Pacific Investment Research
At Pacific Investment Research, you’ll receive customized investment management and financial planning directly from a fee-only, fiduciary money manager.
Pacific Investment Research, we offer a better alternative for those approaching retirement or retired. Instead of just following the market up and down, we perform active portfolio management, so your money can continue to work for you no matter what the markets are doing. We manage our own proprietary time-tested investment strategies in several asset categories.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.