A complete list of active advisors currently associated with Pacific Specialty Investment Group, LLC

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

Pacific Specialty Investment Group provides discretionary portfolio management and investment advice primarily to individual and high-net-worth clients, and also to pension and profit-sharing plans. As of April 30, 2026 the firm managed roughly $123 million on behalf of about 100 clients. Portfolios are custom‑built using individual equities, exchange‑traded funds, closed‑end funds, REITs and fixed‑income ETFs, with investment decisions informed by macroeconomic and monetary‑cycle analysis and a mix of fundamental and technical research; client accounts are custodied at Charles Schwab and reviewed on a regular basis. The firm takes discretionary authority to implement its strategies while accommodating client‑imposed restrictions and tailoring objectives and risk tolerances. What distinguishes PSIG from many peers is its affiliation with an entity that sponsors and manages private hedge funds and its use of performance‑based fee arrangements for eligible clients; the firm discloses these relationships and the resulting conflicts of interest. PSIG also states it applies a more active management style in performance‑fee accounts and describes policies and disclosure practices intended to mitigate conflicts when recommending affiliated funds.

To learn more about the advisors currently working at Pacific Specialty Investment Group, 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
Scott Parent	Newport Beach, CA	28
Christopher Rhodes	Newport Beach, CA	22

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