A complete list of active advisors currently associated with Pacific Global Investment Management Company

Warmer can help you find a great advisor at Pacific Global Investment Management Company or one who fits your needs even better.

Pacific Global provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients), pension plans, trusts and other institutions through separately managed accounts (SMAs) and consulting engagements. The firm reports $86.9 million in discretionary assets under management as of March 31, 2026 and serves a relatively small client base with a compact advisory team. The firm’s investment process emphasizes fundamental, bottom‑up analysis and a proprietary screening approach to identify value‑oriented and core equity opportunities, while fixed‑income strategies are managed for total return with active maturity management; balanced portfolios combine these approaches and are rebalanced at least quarterly. Each account is governed by a written Investment Management Agreement that specifies the chosen discretionary style and any client‑imposed restrictions, and portfolio managers typically construct accounts of roughly 30–50 securities with multi‑year holding horizons for equities. Distinctive features in the brochure include explicit performance reporting to clients—quarterly reports that include account performance and the firm’s market outlook—and a recorded institutional track record from Pacific Global’s prior management of the Pacific Advisors mutual funds (1993–2020), which the firm indicates in its materials. The brochure also discloses practices that may include the use of borrowing in SMAs, a practice that is less common among comparable supported firms, and documents operational controls such as trade aggregation procedures, a Code of Ethics, and cybersecurity and business continuity policies.

To learn more about the advisors currently working at Pacific Global Investment Management Company, 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.