Pacific Investment Research

Overview

Pacific Investment Research is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, indicating flexibility for both ongoing discretionary management and project-based advice. The adviser does not identify as an active ESG investor, is not positioned as a multi-state adviser, and does not operate as a capital allocator to outside managers.

Assets & Accounts

Public Holdings

Investments & Alternatives