PASCO Investment Advisors is a money management firm headquartered in Westfield, New Jersey, founded in 1994. PASCO manages equity, fixed income, and cash equivalent assets for clients through individualized balanced or dedicated portfolios. The firm utilizes a disciplined, objective, and contrarian value investment strategy for equities, seeking out-of-favor companies selling near their historical low price-to-earnings ratios. For fixed income, PASCO operates as a maturity and duration manager, focusing on high-quality U.S. Treasuries, government agencies, and highly rated corporate bonds with maturities under ten years. PASCO manages all client accounts on a discretionary basis, making investment decisions and executing trades without needing prior approval for each transaction. In addition to portfolio management, PASCO provides regular reviews and periodic meetings with clients to discuss strategy and performance.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
PASCO charges an annual fee ranging from 0.50% to 1.00% of assets under management, paid quarterly in arrears. Fees are negotiable for larger accounts.