First Pacific Financial

EST. AUM
$1,512,115,778

CONTACTS
10

CLIENT ACCOUNTS
3,785

Firm Details

Metro area Portland, OR
CRD Number 284736
Website fp-financial.com
Client types

Overview

First Pacific Financial acquired Investment Management Consultants (IMC). Going forward, Brandon is Co-CIO and sits on the investment committee with 5 other individuals. They meet every Tuesday morning to discuss portfolios. First Pacific has roughly $1.2 billion in assets. They have mostly old individuals with some F/E. For stocks, First Pacific is primarily passive in efficient markets. They have some active, but the group prefers passive. No alternatives have been discussed, but they are intrigued in them. For bonds, add more active managers across the board in fixed income. Primarily passive and more efficient markets, but then active in what they would say inefficient, so non-US and EM and international. They have discussed alternatives very little to date, but they are discussing alternatives internally.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

First Pacific Financial

Platform Details

Investment Preferences

Alternative Activity

Address

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