INDIVIDUALS AND FAMILIES

Investment Management

Pacific Trust offers a range of investment services covering both traditional and alternative asset classes, from equities, bonds and cash to hedge funds and real estate. The firm focuses on constructing diversified asset allocations for clients. Their portfolios typically include a blend of direct holdings, active and passive funds, structured products and ETFs.

Central to PTWM’s investment approach is that financial products are never sold on a commission basis, but instead investments are objectively sourced and selected for clients based on performance and low fees. The goal is to remain unbiased and and act without pressure to push in-house funds or solutions.  Instead, the portfolio manager objectively analyzes potential solutions from the clients’ perspective, searching for fair pricing, attractive terms and the potential to produce strong risk-adjusted returns.

Pacific Trust Wealth Management offers active investment management and advice. The firm has the freedom to practice an active style of investment, within a controlled environment. Pacific Trust does not follow benchmarks or indices or spend time replicating the efforts of other analysts. Instead, the focus is on identifying global investment trends, cost efficient funds, products and securities for our clients.