A benefit of working with Pacific Horizon Investment Management is our ability to provide clear, easily understood explanations of our services. Our personalized, client-centric approach allows us to tailor an investment strategy aligned to your specific concerns and goals.
We charge an annual 1% management fee that’s calculated and drawn quarterly. This means we are aligned with your success and our goal is directly related to your satisfaction. We earn our fee exclusively on the amount of money we have under management. We are completely independent from the sponsors of any investment asset in your portfolio and from Charles Schwab & Co., Inc., the primary custodian for your assets. Hence, we avoid any conflict of interest with our clients.