About Us
Planning Futures
Since 1999, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Our Team
President / Portfolio Manager
President / Portfolio Manager
President / Portfolio Manager
Scott Parent, CFA started Pacific Specialty Investment Group in 2016. He has earned the coveted Chartered Financial Analyst designation in 1999, and has managed portfolios for high net worth clientele for well over 25 years.
Vice President / Head of Operations
President / Portfolio Manager
President / Portfolio Manager
Chris Rhodes has been with Pacific Specialty Investment Group since the formation of the company. He is the Vice President of PSIG and runs all day-to-day operations, trading, and back office for the company. He has been licensed for over 20 years as well.
Reach out and get a real person!
President / Portfolio Manager
Reach out and get a real person!
These days it is hard to find a real person to help with your financial questions relating to your investment accounts. We understand the importance of a hands on relationship where you can reach someone you know personally whenever you need them. This is important to staying on track financially. It also means we can only manage money fo
These days it is hard to find a real person to help with your financial questions relating to your investment accounts. We understand the importance of a hands on relationship where you can reach someone you know personally whenever you need them. This is important to staying on track financially. It also means we can only manage money for a certain number of clients. Book soon as we are quickly approaching our maximum capacity for new clientele.