INVESTMENT SERVICES

Proprietary Strategies

Pacific Trust’s investment strategies offer investors a stand-alone solution to fulfill a specific objective. Whether you are looking for a tactical strategy that can help your portfolio dynamically adjust to changing market conditions or an equity income strategy that can deliver a fixed income style approach to equity investing, we have the solution.  PTWM can discuss the risks versus rewards for these dynamic strategies.  

Pacific Trust combines internally managed strategies with rigorously-selected fund managers to achieve a comprehensive platform of investment strategies ranging from tactical to growth to preservation.

Pacific Trust manages an internal strategy which clients can choose to diversify a portion of their assets into. This strategy takes advantage of stock option overlays and will typically have shorter holding periods and higher turnover of its positions. Due to inherent volatility of its positions, a minimum lockup period of 12 months is required for this investment.