Pacific Canyon Investments

Overview

Pacific Canyon Investments is an independent registered investment advisory operating primarily for individuals and families. The firm focuses on equity-centered portfolios, placing most client capital into exchange-traded equities while offering financial planning, portfolio management for individuals and small businesses, and educational seminars. Services are delivered under a mix of fee arrangements—percentage of assets under management, hourly charges and fixed fees—which allows the firm to serve clients with different needs and engagement styles. Investment activity centers on public equities with a clear preference for exchange-traded instruments. Given the firm’s use of third-party hedge fund and real estate managers, Pacific Canyon Investments supplements its equity exposure with alternative strategies to manage risk and pursue non-correlated returns. Client mandates appear to be largely discretionary, reflecting an active manager tilt within a modest overall asset base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices