INVESTMENT SERVICES

Customized Portfolio

We take a highly personalized approach to creating custom investment portfolios unique to each client through our custom investment services in California region. We begin with a thorough understanding of your unique goals, risk tolerance, tax situation, growth expectations and liquidity requirements. Then we carefully construct a unique portfolio designed to help you achieve your objectives and manage your wealth according to your evolving circumstances.

Each custom portfolio client partners with a dedicated portfolio manager and a client advisor, meeting regularly to review your goals and objectives to ensure that your investment plan remains aligned with your expectations. Plus, your team is available to collaborate with other financial professionals in your service, such as your trust & estate attorney, CPA or insurance specialist.

Clients may have highly concentrated equity positions that require tax considerations as well as complex hedging strategies employing the use of derivatives to maximize their value. We can create a plan to meet the client’s needs and objectives.

The owner of PTWM has over 15 years experience in a variety of asset classes including corporate bonds, government bonds, equities, and equity options. The founder of Pacific Trust was a former market maker in stock options on the floor of the Chicago Board of Options Exchange, where he developed an in depth knowledge of the market mechanisms that effect pricing, commissions and execution of securities.