Proprietary Strategies

Our investment strategies specialist 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 approach to equity investing, we have the solution.

We combine internally managed strategies with rigorously-selected, fund managers to achieve a comprehensive platform of investment strategies ranging from tactical to growth to preservation.

We manage 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.

Interested in learning more about how Pacific Trust Wealth Management can help you? Get started today.