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, LLC provides discretionary portfolio management and investment advice primarily to individual and high‑net‑worth clients, as well as pension and profit‑sharing plans and their participants. The firm manages roughly $125 million for about 106 clients through a small advisory team and charges asset‑based fees for ongoing portfolio management. PSIG constructs customized portfolios guided by each client’s investment policy statement and an emphasis on macroeconomic and monetary cycle analysis, using individual stocks, ETFs, closed‑end funds, REITs, and fixed‑income instruments while applying both fundamental and technical analysis. Accounts are custodied at Charles Schwab and the firm generally maintains discretionary trading authority while allowing client‑imposed restrictions where appropriate. What is most distinctive about the firm is that it sponsors and syndicates private hedge funds through an affiliated manager and is affiliated with other adviser entities, and it sometimes recommends those affiliated funds to accredited investors — arrangements that the brochure discloses as potential conflicts of interest. The firm also offers performance‑based fee arrangements for qualified clients and acknowledges a more reactive management style in those accounts, with policies described in the brochure intended to address side‑by‑side conflicts.

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.