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Pacific Portfolio Consulting, L.P. in Online Business Directory

Among the largest investment advisors in the region, Pacific Portfolio currently advises portfolios with a combined worth of more than $1 billion. Our firm was first organized in 1992, but our roots date back to the 1980s when our founders first offered investment advisory services to wealth management and institutional clients. Our Investment Committee, with over 100+ years of combined experience, has developed a sophisticated asset allocation expertise, which benefits all of our client portfolios. We offer our investment advisory services on a discretionary basis within trust accounts, or on a non-discretionary or discretionary basis within investment only accounts. In response to the needs of our clients, we have also developed a comprehensive array of planning , fiduciary, and reporting services. As a fee only advisor, we distinguish ourselves through the ability to tailor our resources to the unique circumstances of each client-and to have the needs of our clients serve as our only motivation. As a result, we build rewarding, enduring relationships. Over the last decade nearly all of our business has come through direct referrals.

Address: Two Union Square, 601 Union Street, Suite 4343, Seattle, WA 98101
Telephone: (206) 623-6641
Website: http://www.pacific-portfolio.com/