Pacific Horizon Investment Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pacific Horizon Investment Management provides discretionary investment management to individuals, high-net-worth clients, charitable institutions, foundations and endowments. The firm reports managing roughly $82 million as of December 31, 2025 and typically implements relationships under asset-based fee arrangements with a customary account minimum that may be waived in certain cases.
The firm’s investment approach is global asset allocation across equity, fixed income, real estate, commodity and currency exposures, primarily implemented through exchange-traded funds and no-load mutual funds. It also offers equity-oriented strategies reflecting the firm principal’s long experience in equity analysis and portfolio management, and conducts at least annual personal reviews with quarterly reporting and investment outlooks.
Notably, the firm’s disclosures indicate a client mix that includes several institutional types — such as banking or thrift institutions, insurance companies, state or municipal governments, other investment advisers and sovereign wealth funds — a composition that is uncommon for a firm of this size. The brochure also emphasizes limited outside business activities, a practice of leaving proxy voting to clients, and a custodial/recommendation relationship with a single major custodian while disclosing the potential conflicts that relationship can create.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% per annum (Equity & Balanced Accounts) $2,000,001 - $5,000,000: 0.85% per annum (Equity & Balanced Accounts) $5,000,001 - $10,000,000: 0.70% per annum (Equity & Balanced Accounts) $10,000,001 - $15,000,000: 0.50% per annum (Equity & Balanced Accounts) $15,000,000+: 0.45% per annum (Equity & Balanced Accounts) $500,000 - $1,000,000: 0.60% per annum (Fixed Income - Individual Bonds) $1,000,001 - $2,000,000: 0.40% per annum (Fixed Income - Individual Bonds) $2,000,001 - $5,000,000: 0.25% per annum (Fixed Income - Individual Bonds) $5,000,001+: Negotiable (Fixed Income - Individual Bonds)
Account minimum: $500,000 (typically, but may be waived)
Main office
500 Union Street, Ste 835
Seattle WA 98101-4111
Advisors at this office
2
Most active in
Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Patricia E
Series 63, Series 65
Seattle, WA
Pacific Horizon Investment Management LLC
Patricia Elmer is a financial advisor at Pacific Horizon Investment Management LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Pacific Horizon since 2000. Outside of her advisory role, she is a Certified Divorce Financial Analyst and operates Creative Divorce Solutions, LLC, providing financial advice related to divorce on an hourly basis. Pacific Horizon Investment Management serves individuals, high-net-worth clients, charitable institutions, and a range of institutional clients, including other investment advisers and sovereign wealth funds. The firm offers discretionary portfolio management with a global asset allocation approach, utilizing primarily exchange-traded funds and no-load mutual funds, and provides regular client reviews and reporting.
William R
CFP®, Series 65
Seattle, WA
Pacific Horizon Investment Management LLC
William Robbins is a Certified Financial Planner® with eight years of industry experience, currently serving as an advisor at Pacific Horizon Investment Management LLC since 2014. He holds the Series 65 designation and is based in Seattle, WA. Robbins assists on administrative and client service tasks for a separate entity, Creative Divorce Solutions, LLC, founded by his colleague Patricia Elmer, a Certified Divorce Financial Analyst®. Pacific Horizon Investment Management provides discretionary investment management to individuals, high-net-worth clients, charitable institutions, foundations, and endowments. The firm employs a global asset allocation strategy utilizing exchange-traded funds and no-load mutual funds and serves a client base that includes several institutional types uncommon for a firm of its size.
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