A complete list of active advisors currently associated with LW Pacific Investments LLC
Warmer can help you find a great advisor at LW Pacific Investments LLC or one who fits your needs even better.
The firm provides customized investment advisory services to individual investors, including high‑net‑worth clients and business owners, and generally requires a minimum account size to establish a relationship. Services include portfolio construction, implementation, and ongoing supervision across ETFs, mutual funds, equities, debt securities and REITs. Investment decisions are driven by fundamental analysis and a tactical asset‑management approach that can include long‑ and short‑term trading, concentrated portfolios, and options strategies (including spreads and uncovered positions), with the potential use of margin and cash hedges. The firm monitors accounts continuously and conducts formal reviews at least annually to align portfolios with client objectives and risk tolerances. Notably, the firm offers a performance‑based fee option for qualified clients that uses a calendar‑year high‑water‑mark mechanism while relying on an institutional custodian relationship (Interactive Brokers) that calculates and deducts advisory fees. The principal holds an advanced degree in financial economics and applied statistics and discloses an ongoing outside consulting engagement with a private manufacturing company, a material non‑investment activity the brochure highlights.
To learn more about the advisors currently working at LW Pacific Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Santa Ana, CA
| 10
|
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