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Phillip V
CFA®, Series 63
Laguna Hills, CA
Osage Pacific Advisors, Inc.
Phillip Vigil is a CFA® charterholder with 27 years of industry experience. He has been with Osage Pacific Advisors, Inc. since 2016 and is also the managing member of Specialty Income Advisors, LLC, a hedge fund money manager. Osage Pacific Advisors provides investment management and financial planning to individuals, trusts and estates, retirement plan participants, businesses, and private funds. The firm emphasizes overall asset allocation combined with fundamental, cyclical, charting, and technical analysis, generally favoring longer-term holdings while occasionally using options, short sales, or margin.
Reva S
Series 65
Laguna Hills, CA
Osage Pacific Advisors, Inc.
Reva Sanchez is a financial advisor at Osage Pacific Advisors, Inc. in Laguna Hills, CA, with six years of industry experience. She holds a Series 65 designation and has worked at Osage Pacific Advisors since 2018. Prior to this, she spent 15 years at River Rock Real Estate. Osage Pacific Advisors provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and private funds. The firm’s investment approach focuses on asset allocation and customized, diversified portfolios, typically managing accounts on a discretionary basis while accommodating client restrictions when requested.
Robert H
Series 63, Series 65
Laguna Hills, CA
Osage Pacific Advisors, Inc.
Robert Hicks is a financial advisor with Osage Pacific Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Osage Pacific Advisors since 2017 and is also the managing member of Alternative Asset Group LLC, a non-investment-related business. Osage Pacific Advisors provides investment management and financial planning services to individuals, trusts, estates, retirement plan participants, businesses, and private funds. The firm’s approach emphasizes overall asset allocation before individual security selection, using a mix of fundamental, cyclical, charting, and technical analysis, and generally favors longer-term holdings while employing options and other strategies when appropriate.
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