A complete list of active advisors currently associated with Pacific Shores Investment Advisors

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

Pacific Shores Investment Advisors provides investment management services tailored to pooled or institutional accounts and to high-net-worth clients, constructing portfolios that may include individual stocks and bonds, exchange-traded funds, and mutual funds. The firm offers discretionary portfolio management, works with clients to establish investment objectives and restrictions, and performs periodic account reviews and rebalancing. Investment decisions are informed by a mix of fundamental and technical analysis within a Modern Portfolio Theory framework, with allocations across cash equivalents, short-term bonds, U.S. and foreign equities, and occasional inclusion of REITs or emerging markets; the firm may use index/asset-class funds or select individual securities when appropriate. Management is generally fee-based on a percentage of assets (billed quarterly), the adviser does not charge performance-based fees, and it does not sponsor a wrap fee program. Distinctive features noted in the Form ADV include a current report of no assets under management and no clients, and operation by a single managing member who discloses a separate outside financial-advisor role that consumes significant weekly hours, a situation the firm acknowledges as a potential conflict of interest and capacity constraint. The firm also discloses it can have limited custody authority when clients authorize fee withdrawals, maintains a written Code of Ethics, and may decline smaller portfolios despite stating no formal account minimum.

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