The Pillar Pacific Capital Management Difference
Our vision is to provide sound investment and wealth management for each client, always placing the best interests of the clients first. We aim to preserve and enhance every client’s wealth while providing peace of mind and financial security, now and for future generations. We differentiate ourselves in five important ways:
Our commitment to the client is paramount. Every client relationship has a dedicated team of individuals serving their needs. With a relationship manager, a primary and a secondary portfolio manager and an operations specialist, all team members are available to service your needs. This proven track record of dedicated client communication and service has allowed us to build lasting multi-generational relationships.
Our professional staff brings an objective global perspective to the client’s singular needs. Our professionals have extensive industry experience (many with over 25 years in the industry) and diverse backgrounds (Wall Street investment houses, global banks, foreign venture capital firms, accounting firms). We have experienced every market environment and developed the investment discipline required for strong, consistent and scalable performance.
We create an investment portfolio for each client based on their objectives, risk tolerances, time horizon and preferences. This process encompasses asset allocation, sector allocation, solutions for concentrated positions, and tax considerations. The result is a personalized, tax efficient, transparent portfolio positioned to perform over the long term.
We take a multi-disciplined approach to the investment research process, integrating a time-tested proprietary quantitative model with detail-focused fundamental analysis. Using this systematic process, we create a customized and diversified portfolio of individual stocks and bonds that incorporate macro economic considerations as well as individual company statistics.
Total Wealth Management Solution
In addition to our core strength in investment management, we assist our clients in all aspects of the financial “pie”. Whether it is estate planning, retirement planning, tax strategies, off-shore considerations, or education savings, we provide a total wealth management solution through coordination with other leading professionals.