Richard Schultz Email & Phone Number

Pacific Investment Research helps high net worth individuals and families plan for their financial future and invest successfully regardless of the economy, interest rates, or market conditions. We offer both Portfolio Management and Wealth Management services with offices in Orange County and the Silicon Valley, CA.Portfolio Management – Using an active management approach, we pursue attractive investment returns with less risk than conventional methods of diversification among mutual funds or exchange traded funds ("ETFs"). As true money managers, we manage our client's portfolios in house, rather than outsourcing to mutual funds, ETFs, or other third parties; thus saving an extra layer of fees. We follow a disciplined investment approach to capture most of the returns available during favorable market conditions, but significantly reducing risk during volatile market conditions in order to preserve gains. We place a high priority on overall tax efficiency in managing our client portfolios.Wealth Management – Integrates comprehensive financial planning with portfolio management. We prepare a financial plan that most effectively integrates all aspects of your financial health including estate planning, tax planning, cash flow, investment management, insurance, and more. We then work with you to carry out your financial plan with the assistance of accountants, estate planning attorneys, insurance specialists, and other professionals as needed.

Listed skills include Strategic Planning, Management, Business Strategy, Leadership, and 6 others.

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  Minnesota State University, Moorhead

  Computer Science; 2Nd Major In Mathematics