Alta Pacific Wealth Management, LLC

A Registered Investment Advisory Firm 27201 Puerta Real, Suite 235 Mission Viejo, CA 92691

Investment Management

Alta Pacific Wealth Management Active Investment Management

How We Manage Your Account

At Alta Pacific Wealth Management, we take an active approach to managing your account.  We actively seek investment opportunities for you and actively monitor your account.  We place safeguards on your account to avoid or limit losses and we proactively monitor market trends.   Every aspect of the management of your account  revolves around investment risk management and capital preservation.

Our investment management team  utilize investments such as fixed income, mutual funds and exchange traded funds.  In addition, our team actively invests in individual stocks and trades options.  If appropriate for your account,  options trading can boost the yield of your portfolio and is described in our website under Services-Options Trading.

 

Custodian of your Funds and Securities: Charles Schwab

Your account(s) are held with Charles Schwab and we manage your account on your behalf.  You will have online access to view your account at Charles Schwab and you will receive statements monthly or quarterly (depending on the activity in your account).  You will receive electronic delivery or  regular mail delivery of your statements, depending on your preference.

Our office is located in the Charles Schwab building, at 27201 Puerta Real, Suite 235, Mission Viejo, CA 92691