PISMO PACIFIC FINANCIAL SERVICES, LLC

Overview

Pismo Pacific Financial Services, LLC is a small, fee-based advisory firm focused on discretionary portfolio management for individuals, families and small businesses, with additional pension consulting activity. The firm manages a compact book of business and favors liquid, exchange-traded exposure as the primary building block of client portfolios while supplementing equity allocations with mutual funds and targeted alternative exposures. Fee revenue is charged as a percentage of assets under management and the advisor does not position itself as an active ESG investor. The firm’s mandate is pragmatic and traditional: construct diversified portfolios around exchange-traded equities and mutual funds, and add alternative sleeves—real estate, commodities and oil & gas—where appropriate to achieve diversification or income objectives. Given the small scale of the platform and the concentrated client base, portfolio customization through separately managed accounts is a common delivery mechanism.

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Public Holdings

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Location & Offices