INSTITUTIONS

Corporations

Pacific Trust Wealth Management has the capability to serve corporations through investment management of their pensions and reserves. We look to build affiliations with clients and grow with them over the years. Providing corporate investment management in California, we work closely with a corporation’s CFO and board of directors to establish and regularly review their investment policy to ensure alignment with client needs and market conditions.

Corporations typically employ a blend of appropriate investment strategies to address:

• Asset allocation
• Consistent growth across a designated time horizon
• Risk mitigation through diversification
• Distribution of funds and availability of liquid assets to pay benefits

Pacific Trust never sells a product in anticipation of earning a commission, rather we offer unbiased advice that is always in the best interest of the client. Corporations often have an obligation to investors or shareholders who demand the most cost efficient terms of doing business. Partnering with Pacific Trust ensures that no excess money is spent in the business of protecting and growing your assets.