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It all starts with your
goals and aspirations.
Our philosophy

We believe our clients benefit from our focus on asset allocation, which is the primary driver of our investment methodology. We utilize a low-cost indexing strategy which forms the core of each individual client’s portfolio and overlays a wide range of both public and private market alternatives.

Our investment philosophy seeks to enhance returns through asset allocation and alternatives, while simultaneously lowering costs and maximizing after-tax returns. Alternatives include private equity and debt, real estate and mortgage assets, option strategies, hedge funds and currencies.

giving back

Pacific Edge Advisors is dedicated to giving back to our community. We support the following organizations, offering time, talent and treasure.

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These organizations are neither affiliated with nor clients of Pacific Edge Advisors.