Welcome

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Pacific Advisory Group (PAG), an asset management firm in operation since 1987, serves clients with both non-taxable and taxable accounts. We currently manage over $190 million for some 80+ clients in the following categories (ordered by total assets managed):

• Closely-held businesses
• Family wealth
• Founders of IPOs
• Professionals and executives

Our focus and approach to investments differs significantly from others in our profession. We work very closely with our clients to identify their unique goals and then custom-tailor each portfolio to achieve those goals. Our investment strategy employs the same established philosophies used by many of the country's largest pensions and endowments (See "The Institutional Advantage"). As a result, our clients have enjoyed favorable returns even in tumultuous market conditions.