Products

At Pacific West a trained and dedicated staff conducts thorough, high-quality product due diligence. Our goal is to offer a wide variety of quality investment opportunities, enabling representatives to be progressive and nimble in their approach to meet clients’ investment needs. 

We believe a rigorous due diligence program is essential in maintaining a diverse product list that offers quality as well as quantity. Our program includes a combination of both in-house and, when appropriate, third party due diligence consultants to assist with our review.

With one of the most extensive product lists in the industry, our investment vehicles and services encompass the following:

• Corporate trustee partnerships
• Energy programs
• Fixed income securities
• Leasing programs
• Managed futures funds
• Mutual funds
• Private equity
• Real estate funds and partnerships
• REITs (private and public)
• Separately managed trusts (SMAs and UMAs)
• Stocks
• Structured products
• Tenant in Common (TIC)/ DST/1031
• Third party money managers
• Unit Investment Trusts (UITs)
• Variable annuities (VAs and VULs)

Outside Business Activity Relationships:

• Fixed insurance
• Bank products