A complete list of active advisors currently associated with Pacific Horizon Investment Management LLC
Warmer can help you find a great advisor at Pacific Horizon Investment Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Pacific Horizon Investment Management 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 |
|---|---|---|
Seattle, WA
| 25
| |
Seattle, WA
| 7
|
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