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Pacific Investment Counsel, Inc.

Pacific Investment Counsel, Inc.

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S. David Andrew

David is president and owner of Pacific Investment Counsel, Inc., the successor to Leland A. Parker & Associates, Inc.

“I believe it is important to manage client portfolios the same way I manage my own personal portfolio.”

Contact Us714-815-6014

Mr. Andrew re-joined Leland A. Parker & Associates, Inc. in 2013 after serving clients for 16 years as an Investment Counselor with Clifford Swan Investment Counsel. While at Clifford Swan, David managed the Orange County office. He was also a member of both the firm’s Investment and Research Teams.

David’s prior experience included ten years at the investment counseling firm of Leland A. Parker & Associates, Inc., where he served as President and Portfolio Manager. Formerly, David was a Vice President at Barclays Bank, an Assistant Vice President at Crocker National Bank and in the real estate finance group at Union Bank.

An active family man, David enjoys his community commitments and affiliations when not interacting with clients.

Affiliations Past and Present

  • CFA Society of Los Angeles
  • CFA Institute – Affiliate
  • Board Member, USC Alumni Club of Huntington Beach
  • Boy Scouts of America – Scoutmaster; Wood Badge; Unit Commissioner; Merit Badge Counselor
  • Trojan Club of Orange County
  • USC Athletic Support Group

Education

  • University of Southern California, Bachelor of Science, Major in Finance
  • UCLA, Real Estate Finance and Investment

Articles & Papers

  • Gifts and Donations – By Cash or By Stock (September 2016)
  • The Truth About Annuities (June 2015)
  • Attributes of the Best Investment Firms (March 2015)
  • How We Differ From Competitors (December, 2014)
  • Designating Your Beneficiaries (November 2013)
  • Special Stock Selling Considerations (February 2013)
  • Economic Moats (July 2012)
  • Measuring Stock Market Performance (July 2012)
  • Death Anticipation Checklist (April 2012)
  • Investment Accounts for Children (April 2012)
  • Inheriting an Individual Retirement Account from Your Spouse (October 2010)
  • Tax Breaks for Higher Education Costs (April 2010)
  • Paying for College: A Reality Check (April 2009)
  • Developing Financially – Savvy Young Adults (April 2008)
  • Should You Consider a Roth IRA Conversion? (April 2007)
  • Organizing Personal Financial Files (July 2006)
  • A 529 Savings Plan Primer (January 2006)
  • Long-Term Care: Protecting Your Nest Egg (April 2005)
  • The Market Shuffle (April 2004)
  • Saving for College Just Got Easier (July 2003)
  • Looking Beyond the Vale (October 2002)
  • Too Late at the Ball (July 2001)
  • Lost Sheep (July 2000)
  • Be True to Your School (July 1999)
  • Authored over 50 Company Summary Reports
  • Authored over 50 Client Quarterly Reports