Welcome to Scribd, the world's digital library. Read, publish, and share books and documents. See more
Download
Standard view
Full view
of .
Look up keyword
Like this
3Activity
0 of .
Results for:
No results containing your search query
P. 1
Building a High Probability Positive Return Portfolio

Building a High Probability Positive Return Portfolio

Ratings: (0)|Views: 227 |Likes:
Published by shawn2207
Building a High Probability Positive Return Portfolio: shawnm@pamria.com
Building a High Probability Positive Return Portfolio: shawnm@pamria.com

More info:

Published by: shawn2207 on Mar 08, 2011
Copyright:Attribution Non-commercial

Availability:

Read on Scribd mobile: iPhone, iPad and Android.
download as PDF, TXT or read online from Scribd
See more
See less

12/08/2011

pdf

text

original

 
Pacific Asset Management
Pacific Asset Management Pamria
Overview
Shawn A. Mesaros, PrincipalPacific Asset Management,LLCTwo Union Square601 Union Street, Suite #4200Seattle, WA 98101(206 933-1600 Voice(206) 600-3175 Fax(877) 637-2767 Toll Free
 
Building a High Probability Positive Return Portfolio
 
Pacific Asset Management
Section 1
Partnership
 
Pacific Asset Management
Our Approach to Investing
Needs Drive Investment Parameters
Level OneLevel TwoLevel ThreeWealthLevelTime
Higher WealthLevel
Lower 
WealthLevelWealth Seeding Phase Wealth Building Phase Wealth Realization Phase
Basic Needs
1. Housing2. Healthcare3. Sustenance
Intermediate Needs
1. Education2. Retirement3. Lifestyle enhancement
Advanced Needs
1. Philanthropy2. Multiple estates
3. Capital intensive pursuits
ƒ
Venture Capital
ƒ
Absolute Return Investments
ƒ
Private Equity
ƒ
Private Real Estate
ƒ
International Equities
ƒ
International Fixed Income
ƒ
Real Estate and REITS
ƒ
Commodities
ƒ
Domestic Fixed Income
ƒ
Domestic Equities
ƒ
Mutual Funds
ƒ
Cash EquivalentsAsset ClassesWith Generally Greater Liquidity and PricingFrequency, and Lesser ComplexityAsset ClassesWith Generally Lesser Liquidity and PricingFrequency, and Greater Complexity
Matching Asset Classes with Wealth Levels and Investor Needs
We believe these two words
asset allocation
- are the mostoverused and abused words inour business. We have four general statements concerningasset allocation:1. The more equity (
stocksand related assets
)exposure you choose, themore risk you accept andthe more return you shouldexpect.2. Emotions will not be your friend.3. Long term actions shouldproduce better results thanshort term reactions.4. There are no investmentshort cuts.

You're Reading a Free Preview

Download
scribd
/*********** DO NOT ALTER ANYTHING BELOW THIS LINE ! ************/ var s_code=s.t();if(s_code)document.write(s_code)//-->