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You envision. We invest.

OUR SERVICES

Bigger doesn’t mean better. Pacific Edge Advisors takes a deliberate approach to serving a limited number of exclusive clients, enabling us to provide a level of highly personalized service that may not exist in larger firms.

We believe our service platform represents the best of both worlds, one where our deep experience gleaned from working with some of the industry’s largest financial institutions is delivered in a boutique, high-touch environment.

We believe we are stewards for our clients’ wealth, delivering comprehensive investment management and advisory services with the highest commitment.

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Investment Management

Investment Management

Our investment management process begins with a thoughtful approach to asset allocation. In efficient markets, we strive to drive down costs by utilizing Exchange Traded Funds (“ETF”) commonly referred to as index solutions. Given that most portfolio returns can be attributed to asset allocation, we spend our time determining which segments of the market offer the best potential for return on both an absolute and relative basis.

Pacific Edge Advisors endeavors to enhance return through higher yielding and capital appreciation opportunities in private equity and debt instruments. Our investment management process is flexible and nimble to assist clients in meeting objectives while seeking to adapt to ever-changing markets and economic environments.

In our experience, the importance of diversification for wealthy families is mission critical. We help each of our clients understand their entire investment portfolio, and take measured risks that align with their financial objectives. Pacific Edge Advisors offers full portfolio diversification, ranging from domestic and international equity and fixed income to private equity, private debt, mortgage assets, options strategies, real estate and hedge funds.

Impact Investing

Impact Investing

The world population is expected to grow by more than 25% by 2050, resulting in some 9 billion people occupying a resource constrained planet. The capital necessary to address global food, water, energy and infrastructure in emerging economies is increasingly limited; world economic statistics presently indicate a capital gap at over $2 trillion per year.

Investors have become interested in opportunities where investment capital is connected to personal values. ESG – environment, social and governance – has become an important standard in measuring impact. In the not-so-distant past, investor efforts to be more socially responsible often came at the expense of lower returns. This is not the case today. The investment universe has grown significantly in the past five years, and performance against global benchmarks is encouraging.

To that end, Pacific Edge Advisors provides education, social guidance and investment solutions. We perform research and make recommendations, choosing from a broad range of separate account managers, mutual funds, ETF’s and private investments in the ESG universe.

Financial Planning

Financial Planning

The clear majority of our clients are business owners who have sold their privately held company or continue to operate one. In either case, the operating mindset is unique, and the planning is based on several factors. Often our clients’ businesses have financed a certain lifestyle, and our clients seek to manage taxes through capital investments or income deferrals. For many of our clients, the post-transaction adjustment requires time to adapt to new routines and priorities, plus discovering new paths to intellectual challenge. The transition from entrepreneur to investor can be complicated.

At Pacific Edge Advisors, we seek to answer the big questions first, ultimately making sure our clients understand how their wealth will work for them. We believe financial capital needs to be diversified on a risk weighted basis to protect our clients’ lifestyles and personal goals. We believe risk capital can be oriented towards a longer-term view to either support wealth transfer to future generations and/or philanthropic giving.

Estate & Tax Advisory

Estate & Tax Advisory

Working with your estate and tax advisors, Pacific Edge Advisors takes the lead to help make sure that tax and estate planning strategies are coordinated and aligned with investment decision making. Strategically, asset types (equity, fixed income, real estate, etc.) and asset locations (trusts, retirement plans, LLCs) require dynamic management to offer the best chance for successful outcomes.

Our multi-generational approach includes investment education, wealth planning, philanthropic giving and family governance. We have worked with families to improve communication, inter-dependence and decision making. Our experience has shown that it is never too early or too late to begin the process.

Investment Management

Our investment management process begins with a thoughtful approach to asset allocation. In efficient markets, we strive to drive down costs by utilizing Exchange Traded Funds (“ETF”) commonly referred to as index solutions. Given that most portfolio returns can be attributed to asset allocation, we spend our time determining which segments of the market offer the best potential for return on both an absolute and relative basis.

Pacific Edge Advisors endeavors to enhance return through higher yielding and capital appreciation opportunities in private equity and debt instruments. Our investment management process is flexible and nimble to assist clients in meeting objectives while seeking to adapt to ever-changing markets and economic environments.

In our experience, the importance of diversification for wealthy families is mission critical. We help each of our clients understand their entire investment portfolio, and take measured risks that align with their financial objectives. Pacific Edge Advisors offers full portfolio diversification, ranging from domestic and international equity and fixed income to private equity, private debt, mortgage assets, options strategies, real estate and hedge funds.

Impact Investing

The world population is expected to grow by more than 25% by 2050, resulting in some 9 billion people occupying a resource constrained planet. The capital necessary to address global food, water, energy and infrastructure in emerging economies is increasingly limited; world economic statistics presently indicate a capital gap at over $2 trillion per year.

Investors have become interested in opportunities where investment capital is connected to personal values. ESG – environment, social and governance – has become an important standard in measuring impact. In the not-so-distant past, investor efforts to be more socially responsible often came at the expense of lower returns. This is not the case today. The investment universe has grown significantly in the past five years, and performance against global benchmarks is encouraging.

To that end, Pacific Edge Advisors provides education, social guidance and investment solutions. We perform research and make recommendations, choosing from a broad range of separate account managers, mutual funds, ETF’s and private investments in the ESG universe.

Financial Planning

The clear majority of our clients are business owners who have sold their privately held company or continue to operate one. In either case, the operating mindset is unique, and the planning is based on several factors. Often our clients’ businesses have financed a certain lifestyle, and our clients seek to manage taxes through capital investments or income deferrals. For many of our clients, the post-transaction adjustment requires time to adapt to new routines and priorities, plus discovering new paths to intellectual challenge. The transition from entrepreneur to investor can be complicated.

At Pacific Edge Advisors, we seek to answer the big questions first, ultimately making sure our clients understand how their wealth will work for them. We believe financial capital needs to be diversified on a risk weighted basis to protect our clients’ lifestyles and personal goals. We believe risk capital can be oriented towards a longer-term view to either support wealth transfer to future generations and/or philanthropic giving.

Estate & Tax Advisory

Working with your estate and tax advisors, Pacific Edge Advisors takes the lead to help make sure that tax and estate planning strategies are coordinated and aligned with investment decision making. Strategically, asset types (equity, fixed income, real estate, etc.) and asset locations (trusts, retirement plans, LLCs) require dynamic management to offer the best chance for successful outcomes.

Our multi-generational approach includes investment education, wealth planning, philanthropic giving and family governance. We have worked with families to improve communication, inter-dependence and decision making. Our experience has shown that it is never too early or too late to begin the process.