Third Party Managers

Advisors have access to more than forty Third Party Managers. As an Investment Advisor Representative utilizing Third Party Managers, you’ll assist clients in finding the right money manager to help them reach their financial goals and objectives. 

Many Solicitors also assist the client in financial planning and asset allocation decisions among various managers and investment products. The role entails being in a position to help the client in financial decisions and assessment of risk profiles.

Pacific West is active in the due diligence of our Third Party Manager by conducting initial, quarterly and annual reviews of managers within our platform.