Pacific Investment Research is a boutique financial advisory firm founded in 1995, formerly known as Schultz Financial. The company focuses on serving high net worth clients in the Orange County and San Francisco areas. With over 25 years of experience, the firm specializes in active money management for individual investors aged 55 and older, helping them accumulate and preserve assets for a secure financial future.
The firm operates in the finance and financial services industries, offering personalized investment strategies to its clientele throughout California. It has established offices in both Southern and Northern California to cater to its broad client base.
Despite the lack of specific details on headquarters, last investment, or recent investors, Pacific Investment Research's focused approach to serving a niche market and its extensive experience in the industry positions it as a potential candidate for investment or partnership with venture capital firms seeking opportunities in the wealth management sector.
