Pacific Investment Research, based in Cupertino, CA, offers personalized investment management and financial planning services directly from a fee-only, fiduciary money manager. Clients benefit from tailored portfolios reflecting their individual preferences and goals, with proactive communication and active management strategies to navigate market volatility.
As an independent, boutique firm specializing in individuals and couples aged 55 and above, Pacific Investment Research provides individual attention and expertise to address retirement concerns and challenges. With a focus on client trust and communication, their team of wealth management experts offers insights and guidance to help clients achieve their financial goals and prepare for the future.
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