Pacific Investment Research

Overview

Pacific Investment Research is an independent registered investment adviser organized as a corporation and owned by an individual. The firm concentrates on serving individual and family clients and provides financial planning and discretionary portfolio management for individuals and small businesses. Its client-facing fee options include asset-based fees, hourly charges, and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not set up as a multi-state or newly formed adviser. Pacific Investment Research does not act as a capital allocator and is not listed as a pension consultant or related adviser in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives