A complete list of active advisors currently associated with Pacific Investment Counsel, Inc.

Warmer can help you find a great advisor at Pacific Investment Counsel, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Pacific Investment Counsel, Inc., 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.