Value Proposition

We deliver a total wealth management solution for each client, allowing them to focus on their core business or other areas of their personal lives with greater security and peace of mind.

Proof Points:

• PacWest has over 100 years of combined experience in investment and wealth management, equity research, trust administration, and operations.
• PacWest has experienced investment professionals with advanced credentials including MBA, Chartered Financial Analyst (CFA), and Certified Financial Planner (CFP) designations.
• PacWest counsels over 260 satisfied clients with an investment strategy that has served them well through diverse market cycles.
• PacWest has formed a strategic alliance with Frank Russell Company, leveraging the investment methodology used by General Motors, Shell, Bill & Melinda Gates Foundation, among others.

How We Deliver These Results:

• We deliver a customized client engagement roadmap and a well-defined investment strategy that helps every client meet their long-term financial goals.
• We balance risk with reward and reduce volatility with inclusion of diversified asset classes.
• We present total wealth management solutions via coordination with other professionals in tax, estate and insurance planning.
• We provide an experienced portfolio management and administration team to work directly with each client.

Strategic Focus:

• Client Focus: High net-worth individuals and business owners with investable assets of over $500,000 who are willing to delegate management of their financial assets to professionals
• Services Focus: Investment Management, Wealth Management, Financial Planning
• Geographic Focus: Arizona, California, Texas, New York and the capability to manage portfolios for offshore clients.
  

Copyright © 2003, Pacwest Financial Management, Inc. All Rights Reserved.
DBA Arizona PacWest Financial Management Inc., Registered Financial Advisor
Designed by Kinexus Design.