A complete list of active advisors currently associated with Pacific Investment Research

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

Pacific Investment Research (PIR) is a fee‑only registered investment adviser that provides comprehensive personal financial planning and ongoing portfolio management to individuals, couples, and families, as well as pension and profit‑sharing plans, trusts, estates, and charitable organizations. The firm offers financial planning only in conjunction with portfolio management and typically manages client accounts on a discretionary basis. PIR builds customized portfolios using exchange‑listed stocks and bonds, mutual funds, and ETFs, and in some instances recommends private placements, real estate, and variable insurance products. Investment selection combines fundamental analysis with proprietary quantitative models, and the firm offers proprietary separately managed PIR portfolios across multiple equity and fixed‑income categories with both core (fully invested) and tactical (increased cash/hedging) strategies. As a solo practitioner managing roughly $120 million across about 90 accounts, PIR pairs a relatively large asset base with small‑firm practices such as daily review of actively managed holdings and monthly consolidated reporting. The firm follows a NAPFA‑style code of ethics and a stated fiduciary oath, does not accept referral fees contingent on product sales, and delegates proxy voting to clients, features that may be notable when comparing governance and service arrangements.

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