Pacific Coast is an independent "fee-only" Registered Investment Advisory. As fiduciaires our priority is providing independent, comprehensive advice to our clients and doing only what is in their best interest.
We do not receive compensation in the form of commissions or sales charges.
We work with our clients to establish both long and short-term life goals and educate clients on how these goals will impact their financial futures.
Through the financial planning process Pacific Coast will work with you to create a financial roadmap that will help guide your financial decisions for the future.
We offer, high-quality, conservative portfolios which are exclusive to Pacific Coast.
The various portfolio strategies enable us to serve a variety of different clients. All Pacific Portfolios are designed for long term investors.
We welcome the opportunity to work with you! Please contact us with any questions you may have. Initial, no obligation consultations are free of charge.
Welcome to Pacific Coast Investment Advisors
What we do.
Fiduciary Investment Advice. Actively Managed Investment Portfolios. Financial and Estate Planning.
We provide comprehensive investment management and financial planning services based on your financial goals. We strive to cultivate relationships with our clients, and then tailor solutions designed to meet your needs.
How we are different.
Independent. We are an independent Registered Investment Advisor (RIA). Our independence means that we do not work for any bank, brokerage firm or insurance company. We represent the interests of our clients and our clients only.
Objective. Free from conflicts of interest. Our practice is focused on providing our clients with objective investment advice that is solely in their best interest. Objectivity can only be achieved when an advisor is not compensated through the sale of investment products thus creating a conflict of interest. Our business model is aligned for the benefit of our clients, as your assets grow, we grow as well. As fiduciaries we have a legal obligation to do only what is in the best interest of our clients.
Fee-Only. The only compensation we receive is the fee we charge for managing your portfolio or designing your financial plan. We do not receive any other form of compensation. Pacific Coast does not engage in the sale of investment products (e.g. insurance, annuities, mutual funds) for a commission.