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.