Pacific Income Advisers is an independent, employee-owned registered investment advisor specializing in fixed income and equity strategies. Founded in 1986 and based in El Segundo, California, the firm manages portfolios through institutional separately managed accounts, retail wrap-fee programs, mutual funds, and model delivery programs. Pacific Income Advisers constructs fixed income portfolios using rigorous yield curve and sector analysis, focusing on credit quality and duration management, while its equity strategies rely on fundamental analysis of earnings revisions. The firm serves a diverse client base including individuals, trusts, pension plans, government entities, and corporations, maintaining a primary focus on bond strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.35% |
| $10.0M - $50.0M | 0.30% |
| $50M+ | 0.25% |
Rates shown reflect Core Plus and similar strategies. High Yield strategies range from 0.50% down to 0.40%, and Small Cap equity strategies range from 1.00% down to 0.70%. Fees are negotiable.