Burbank, CA Office

Pursuit Wealth Management (Financial Investments Research & Management, LLC) provides discretionary asset management and ongoing portfolio management primarily for individual clients, including high‑net‑worth households, and for non‑individual entities such as corporations, trusts, estates and charitable organizations. The firm also accepts relationships referred by outside referral advisors and manages retirement accounts under an ERISA fiduciary framework.

Advice is delivered through an Asset Management Program that implements client‑specific allocations ranging from income‑oriented to equity‑heavy strategies, with regular account reviews. Pursuit’s investment toolkit includes cash, fixed income, equities, mutual funds, ETFs, variable annuity sub‑accounts and explicit options strategies — the brochure describes using options to mitigate risk and generate income (i.e., use of derivatives) within client accounts.

Compared with many peers of its size, the firm combines formal referral‑advisor arrangements (including cash referral fees) with the explicit use of derivatives inside managed accounts, and it documents direct custody relationships with custodians such as Charles Schwab and TIAA‑CREF. The ADV also notes the firm’s written business continuity plan and its status as a state‑registered adviser after prior SEC registration, which inform how it structures institutional and referred client relationships.