Being a successful entrepreneur, executive, or private business owner means you have most likely been confronted with the complexities that come with having a substantial amount of wealth.

That complexity may be reducing your Value of Time™, with you spending countless hours navigating and managing the financial aspects of your professional and personal life.

Furthermore, overseeing a large team and their wealth can bring complications with time-consuming involvement in employee retirement benefits such as:

• Committee Meetings

• Regulations

• Investment Monitoring

• Vendor Selection

• Employee Education

• And More

As your family’s Chief Financial Officer, the team at Pacific Portfolio helps you regain the value of your time by effectively and efficiently handling all aspects of your wealth management needs with:

• Personal Wealth Services

• Family Estate and Legacy Planning

• Business Succession Planning

• Private Client Trust Services

• AND Institutional and Retirement Plan Advisory Services

Using a Dynamic Whiteboard Process, you and your family work directly with our senior advisors to plan your wealth goals with a consistent, organized, and mapped out approach.

We collaborate with you to:

• Establish clear, realistic objectives.

• Create a thoughtful, tailored plan to achieve those objectives.

• Then set that plan in motion, measuring and reporting progress.

• Along the way, we make appropriate, mid-course corrections to ensure your plan is always reflective of your current and long-term goals.

To ensure success in managing your investments, we create a well-diversified portfolio by implementing our proprietary FOCUS-5: CARPE™ methodology comprised of:

• C- Capital Market Assumptions

• A - Asset Allocation

• R - Return Objectives and Risk Tolerance

• P - Planning a financial Roadmap

• E - Executing your chosen investment strategies

Through Pacific Portfolio’s Institutional Advisory Business, we implement a hands-on, interactive approach to managing your company’s 401(k), 403(b), defined benefit, and non-qualified deferred compensation plans.

Our institutional expertise positions us as your firm’s Chief Retirement Officer handling all aspects of your employee retirement benefit plans.

Finally, to help ensure your hard-earned wealth is preserved and granted to the next generation according to your wishes, the specialists with the Pacific Portfolio Trust Company have the expertise to also act as your corporate fiduciary and professional trustee.

Our mission is to help you focus on what matters most in your life, allowing you to truly enjoy your wealth rather than manage it.