Overview

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PAC Capital provides customized portfolio management services to high-net-worth and ultra-high-net-worth individuals, families, and institutions. We believe in a holistic approach to investment management that integrates each client's unique objectives, financial circumstances, risk tolerance, liquidity needs, and tax considerations. Each client portfolio is individually constructed around the client's specific financial situation.

Unlike many large, affiliated wealth management firms, PAC Capital does not outsource its investment management program to third-party sub-advisers, rely on wealth-industry recommended lists, or implement subscription-based model portfolios. PAC Capital is an independent, fee-only fiduciary investment manager. We do not offer commission-based products, helping minimize potential conflicts of interest. PAC Capital is not owned by or affiliated with a broker-dealer or an investment bank and has no internal firm products to be sold into client portfolios.

Our family office style structure provides clients with direct access to the portfolio manager responsible for researching, constructing, and managing their portfolios.

Investment ideas and individual security recommendations—whether across equities, fixed income, or other asset classes—are researched, analyzed, and implemented by PAC Capital. While every client portfolio is different, our investment research and idea-generation process is informed by mosaic theory: developing investment conclusions through the analysis and synthesis of information from multiple sources. 

Learn more about Investment Management