It all starts with your goals and aspirations

Our Philosophy

Our clients benefit from our focus on asset allocation which is the primary driver of portfolio returns. We utilize a low cost indexing strategy which forms the core of each individual client’s portfolio and overlay a wide range of both public and private market alternatives.

Our investment philosophy is to enhance investment returns through asset allocation and alternatives simultaneously lowering costs and maximizing after-tax returns. Alternatives include private equity and debt, mortgage assets, option strategies, hedge funds and currencies.

Pacific Edge Advisors is dedicated to giving back to our community. The team supports the following organizations offering time, talent and treasure:

CHOC Children’s

Girl Scouts of Orange County

Orangewood Foundation

Orange County Museum of Art

Segerstrom Center for the Arts

South Coast Repertory

 

Services Include

Financial Planning

Working to meet both your personal and financial goals, Pacific Edge Advisors takes a comprehensive balance sheet approach to help insure income, taxes, leverage and market risks are in balance.

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Investment Management

Dynamic asset allocation is the foundation of our goals based approach to investing. We utilize multiple sources of institutional research combined with strong fundamental analysis to seek risk adjusted returns that meet our client’s need for both income and growth.

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Impact Investing

Given rising global environmental and social concerns investors have become increasingly interested in long term sustainability and stewardship. Pacific Edge Advisors helps clients navigate the rapidly expanding universe of ESG investment alternatives.

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Estate & Tax Advisory

Rising income tax rates and capital gain rates combined with a punitive estate tax has increased the burden on high net worth individuals. We design investment plans that seek to maximize after tax returns utilizing an active approach to asset location.

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