Pacific Trust takes a highly personalized approach to creating custom investment portfolios unique to each client. The firm begins with a thorough understanding of your unique goals, risk tolerance, tax situation, growth expectations and liquidity requirements. Next, PTWM carefully constructs 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 cliennt advisor, meeting regularly to review your goals and objectives to ensure that your investment plan remains aligned with your expectations. Plus, the firm 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’s job is to create a plan to help meet the client’s needs and objectives.