Pacific Capital Associates

Investing

We manage personalized investment portfolios for individuals, trusts, and businesses. Our investment approach combines classic value-oriented fundamental analysis with extensive research into global monetary and economic trends. Our forward-looking analysis, patience, and long-term focus have enabled our clients to achieve returns comparable to the stock market while taking significantly less risk.

Financial Planning

With over a decade of planning experience and a background that includes the Certified Financial Planner™ designation, a Juris Doctorate, and licenses in real estate, insurance, and securities, we are well positioned to provide sound, comprehensive financial advice.

Character

We live our lives and run our company with a focus on such values as integrity, trust, stewardship, and honesty. Clients can count on us to do what is in their best interest and to be accountable for our actions.

Independent, Forward-Looking Investment and Financial Planning
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