Who
We Are

Core
Beliefs

Team
Members

Mission
Statement

Who We Are

Pacific Investment
Counsel, Inc.

Pacific Investment Counsel, Inc. located in Huntington Beach California is the successor to Leland A. Parker & Associates, Inc., an investment management firm that started business in 1970. As president and owner of Pacific Investment Counsel, Inc., S. David Andrew has over 35 years of experience managing client investment accounts.

What makes us unique is that we have been continuously managing client assets for over 50 years. We provide solutions to manage the investment process. Including our predecessor company. We are a “fee only” investment management firm. We never sell any product for a commission. Our only service is to manage investment accounts for clients.
Huntington Beach, CA
Huntington Beach, CA

The Gear and Tools of Your Investment Counselor

Manage most investment accounts using a balanced approach, incorporating both equities and fixed income, to help clients achieve their short- and long-term financial goals and objectives. The client's risk tolerance is also carefully considered in the strategy.

Experienced Financial Advisor Achieves Growth

An independent Registered Investment Advisor based in Orange County, CA. Not a financial planner, broker-dealer, or registered representative of a broker-dealer. Does not recommend the purchase of any securities for which it serves as underwriter, general or managing partner, or purchaser representative.

Understanding Registered Investment Advisors (RIAs)

Completely independent from banks, insurance companies, investment firms, and brokerage firms, a Registered Investment Advisor (RIA) offers personalized financial advice and manages investments while always acting in their clients' best interests.

We provide solutions to grow investments

  • Account Setup
  • Portfolio Accounting
  • Portfolio Reconciliation
  • Portfolio Performance Measurement
  • Client Quarterly Reporting
  • Client Communication
  • Preparation of Tax Schedules
  • Coordination with the Client CPA and Attorney

Core Beliefs

As a fiduciary, we will always put the
client’s interest ahead of our own.

We manage most investment accounts using a balanced approach (equities and fixed income) so clients may achieve their short and long-term financial goals and objectives.
David has over 35 years of experience managing client investment accounts.

We are experienced in handling the transition and transfer of assets from an original account holder to the beneficiaries.
We are an independent Registered Investment Advisor.

We are owned by the principals and completely independent from any bank, insurance company, investment company and brokerage firm.
We utilize a simple structure to protect client assets: Client, Investment Manager, and Custodian.
  • The client owns the assets.
  • The investment manager manages the assets.
  • The Custodian holds the assets
We never hold ownership of client assets, nor do we have access to client assets (cash or securities). All assets are held by the independent custodian.
We view ourselves as owners of shares of companies, not just owners of stocks.

We place greater emphasis on a “bottom up” versus a “top down” approach in our stock selection. We focus more on company fundamentals than macro-economic trends.

We are a long-term investor. We believe in the approach, “Time in the market is more important than timing the market.”
The vast majority of client holdings are readily convertible to cash, barring market disruptions when trading is halted.
We are sensitive to client privacy issues and cybersecurity.

We will always try to maintain close communication with the clients we serve.

We are compensated based on a percentage of the assets under management. Our management fee motivates us to act solely in our client’s best interest.

We are registered with the State of California, Department of Financial Protection and Innovation (DFPI).

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Our team

Meet our team
of experts

David and Diane, partners both in business and life, bring a dynamic blend of skills to Pacific Investment Counsel in Huntington Beach, Orange County. David’s expertise in portfolio management and strategic investment planning complements Diane’s meticulous attention to administrative details, ensuring the firm operates with optimal efficiency.

Their collaborative approach and shared dedication to client success have earned them a stellar reputation within the local financial community. This reflects their commitment to helping clients navigate and achieve their financial aspirations.
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  • David is president and owner of Pacific Investment Counsel, Inc., the successor to Leland A. Parker & Associates, Inc.
  • Diane has handled many of the administrative responsibilities of our business since 2013.

Mission Statement

To Help Clients Achieve Their Financial
Goals And Objectives Through
Successful Investing.

As A Fiduciary, We Are Able To Provide Independent Investment Advice Combined With Many Years Of Client Experience.

Step 1

Identify Client Goals

• Understand clients’ short-term and long-term financial objectives.

• Assess risk tolerance to tailor investment strategies.
Step 2

Create an Investment Plan

• Develop a detailed investment plan aligned with client goals.

• Set clear milestones to measure progress.
Step 3

Select Investments

• Select suitable investment options like stocks, bonds, exchange-traded funds or mutual funds.

• Diversify to manage risk and enhance potential returns.
Step 4

Execute the Plan

• Implement investment transactions based on the plan.

• Allocate assets according to the strategy.
Step 5

Monitor Performance

• Regularly review investment performance and progress.

• Adjust the strategy as needed based on market changes or client needs.
Step 6

Communicate and Educate

• Keep clients informed about their investments and market conditions.

• Provide ongoing education to help clients make informed decisions.
investments

Contact Us

Contact Us for Expert Investment Guidance

    Disclaimer: Your personal information will remain confidential and will not be shared or sold to third parties.

    Pacific Investment Counsel

    © 2024 Pacific Investment Counsel, Inc. All rights reserved.
    Risk Disclosure: Past performance is not indicative of likely future results. All investing involves risk including the possible loss of principal. There can be no assurance any investment will achieve its investment objectives. Foreign investments may be subject to additional risks, which include international trade, currency, political, regulatory and diplomatic risks, which may affect their value. Given the complexity of investments and strategies, we may rely heavily on quantitative models and data supplied by third parties. Models and Data may prove to be incorrect or incomplete and expose investment portfolios to potential risks.