Portfolio Services

PORTFOLIO SERVICES

Our Portfolio Services

Protecting your real estate investment
The Portfolio aspect of Pacific Capital Management is for clients who need a personal level of attention with respect to their real estate investments. Our ability to customize and be flexible based on customer needs, allows us to build management strategies from the ground up. Commonly in this aspect we communicate with client’s CPA’s, Attorney’s, Wealth Advisors, Board of Directors, or the clients directly depending on the level of involvement desired. This is truly the only approach for clients who have large real estate holdings or believe their investments should be handled with the utmost care and direction.
Crystal Pier in Pacific Beach San Diego, California

Benefits of Portfolio Management:

  • Complete Regional Coverage
  • Custom Monthly Statements (Also can be delivered to multiple people)
  • The ability for us to work directly with your financial advisors
  • Custom Solutions
  • Private Trust Accounts
  • Custom maintenance solutions (in house, your contractors, our vendors, and so on)
  • We can customize what we do, to make sure we work with your team. We can do as much, or as little as you like.

Who is Portfolio Management for?

  • Corporations, LLC’s, or Estates
  • Banks and Trustees
  • Individuals and Families
  • Investment Groups
  • Private Trusts
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