INVESTMENT SERVICES

Customized Portfolio

Pacific Trust takes a highly personalized approach to creating custom investment portfolios unique to each client through customized investment services in the California region. It begins with a thorough understanding of your unique goals, risk tolerance, tax situation, growth expectations and liquidity requirements. Next, a carefully constructed portfolio is designed to help you achieve your objectives and manage your wealth according to your evolving circumstances.

Each custom portfolio client partners with the client advisor, meeting regularly to review your goals and objectives to ensure that your investment plan remains aligned with your expectations. Plus, the advisor 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. Pacific Trust can create a plan to meet the client’s needs and objectives.

The owner of Pacific Trust, Mark Lechler, has over 26 years experience in a variety of asset classes including corporate bonds, government bonds, equities, options, and futures.  He first worked on the Pacific Exchange in 1999, passing the series 7 in 2001, and going on to trade derivatives on the floor of the Pacific Exchange and Chicago board of Options Exchange for the market making firm, Stafford Trading.  He developed an in-depth knowledge of market mechanisms that affect pricing, commissions, and execution of securities.