Pacific Investment Counsel, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves primarily individual investors, retirement plans and trusts by providing discretionary portfolio management of publicly traded securities. It manages client accounts directly and does not participate in wrap-fee programs or provide non-discretionary portfolio management.
Investment decisions are driven by company-level fundamental analysis, with emphasis on historical and prospective earnings relative to price and a preference for lower-risk positions. The firm states it holds personal investments alongside client accounts and generally will not invest client assets in companies in which it does not invest personally.
As a small, single-advisor firm managing roughly $47.6 million across about 64 accounts, it combines frequent monitoring (daily holdings review and weekly allocation reviews) with long-tenured continuity dating to the late 1980s. Distinctive operational features include a policy of not accepting proxy-voting authority (clients receive proxies directly), a reliance on a recommended qualified custodian that provides research and operational services, and a requirement that clients grant discretionary trading authority.
Client services
Expertise
Fee options
1% per annum
Main office
Huntington Beach CA
Advisors at this office
1
Most active in
California
Also doing business as
Leland A. Parker & Associates, Inc. · Pacific Investment Counsel, Inc.
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
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