Personalized Investment Management for Individuals and Families.
We do the financial worrying so you can pay attention to what's important in your life.
Saving money is hard work, but making it grow can be even harder. There are important things in life that will require funds...maintaining your lifestyle in retirement or maybe assuring an education for your children or grandchildren. Whatever it is, the most important step you can take is to develop and execute a sound financial plan.
Pacific Horizon Investment Management is an independent Registered Investment Advisor (RiA) with the expertise and experience to navigate the complexity of today's financial markets. As investment specialists, we will help you sort out the myriad of investment options and design a tailored investment plan that helps meet your goals without undo risks.
We invite you to explore our site to see if our experience and comprehensive approach to wealth management can help you secure your financial future. We do the worrying, so you don't have to.
Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, RIAs are held to the highest standard of care – and are required to act in the best interests of their clients at all times. They are registered with either the Securities and Exchange Commission or state securities regulators.