Ocoee, FL Office

Pacific Global serves individual investors (including high‑net‑worth and non‑HNW clients), pension and profit‑sharing plans, trusts and other entities through discretionary separately managed accounts and related services. The firm also offers written financial planning, focused analyses, financial coaching and pension consulting, and reported $86.9 million in discretionary AUM (plus $0.6 million non‑discretionary) as of March 31, 2026.

Investment decisions are driven by fundamental research and a proprietary screening process, with equity styles described as value‑oriented or core and fixed‑income managed for total return; the brochure notes typical equity holding periods of three to five years and regular rebalancing (at least quarterly) for balanced and fixed‑income accounts. Financial planning engagements use Monte Carlo analysis and scenario modeling and are documented in a Financial Planning Engagement Agreement that specifies scope and review frequency.

Compared with many supported firms of similar size, Pacific Global discloses and references fund and ETF performance information (noting performance is presented net of management fees) and highlights a long history of mutual fund management from 1993 to early 2020. The firm’s disclosure of operational practices — including trade aggregation, directed brokerage procedures and, as noted in its client materials, use of borrowing in some separately managed accounts — are less common among peers and are presented alongside formal policies for business continuity, cybersecurity and ERISA fiduciary services.