The article titled "Five Star Wealth Managers" awarded Pacific Portfolio as the Best in Client Satisfaction. This is the second year that the firm won the award. Pacific Portfolio has served clients since 1992 and has more than $1 billion under management. The firm delivers comprehensive wealth management services, institutional quality investment solutions and corporate trust capabilities. It distinguishes itself by offering a deep level of unbiased advice through fee-based services
"Because change is constant, we view asset management as a dynamic process - one that requires a clear understanding of individual goals and evolving needs, as well as the changing landscape of the investment markets," said firm founder and CEO, Larry Hood. Locally owned and managed, Pacific Portfolio's mission is to preserve and grow clients' assets.
The firm provides services to individuals, families, institutions, foundations, and endowments.
For more information about Pacific Portfolio, visit www.pacific-portfolio.com.
About Pacific Portfolio:
One of the largest investment advisers in the Seattle area Pacific Portfolio serves individuals, institutions, businesses and ERISA Plans throughout the western United States. Pacific Portfolio delivers a highly personalized service combined with senior expertise in investments, financial and estate planning, and trust services.
Pacific Portfolio Featured in Seattle Magazine