Terms & Conditions of Service

At Pacific Investment Counsel, Inc., we strive to maintain transparency and integrity in all our dealings. By engaging with us, you agree to the following conditions:

  1. Agreement
    By using our services, you agree to these terms and conditions.
  2. Investment Risks
    Investments involve risks, including the potential loss of principal. Past performance is not indicative of future results. We encourage clients to carefully consider their risk tolerance.
  3. Fee Structure
    Our fees are clearly outlined in our client agreements. We believe in transparent pricing and will work with you to find a fee structure that suits your financial goals.
  4. Confidentiality
    We value your privacy. All client information is handled with the utmost confidentiality and will not be shared with third parties without your consent, except as required by law.
  5. Ongoing Communication
    We commit to keeping you informed about your investments through regular updates and performance reviews. Open communication is key to a successful partnership.
  6. Regulatory Compliance
    Pacific Investment Counsel, Inc. adheres to all relevant regulations and standards set forth by regulatory bodies. Our practices are regularly reviewed to ensure compliance.
  7. Amendments
    We may modify these Terms at any time, and continued use of our services implies acceptance of the changes.
  8. Governing Law
    These Terms are governed by the laws of our state of registration.
  9. Changes
    We reserve the right to modify these terms at any time. Clients will be notified of any significant changes.

Our Team

At Pacific Investment Counsel, Inc., we pride ourselves on our dedicated and experienced team of financial professionals. Our diverse backgrounds and expertise enable us to provide tailored investment solutions that meet the unique needs of our clients.

Meet Our Key Team Members:

  • S. David Andrew
    Portfolio Manager
    David is the president and owner of Pacific Investment Counsel, Inc., which is a privately-owned investment management firm located in Huntington Beach, Orange County, California. David has over 35 years of experience managing client investment accounts. Pacific Investment Counsel is the successor to Leland A. Parker & Associates, Inc., an investment management firm with a 50-year history of successfully serving clients. Mr. Andrew re-joined Leland A. Parker & Associates, Inc. in 2013 after serving clients for 16 years as an Investment Counselor and Portfolio Manager with Clifford Swan Investment Counsel. While at Clifford Swan, David managed the Orange County office. He was also a member of the firm’s research and investment advisory group. Prior to Clifford Swan, David spent ten years with Leland A. Parker & Associates, Inc., where he served as President and Portfolio Manager.
  • Diane Parker Andrew
    Administration
    Since 2013, Diane has managed a range of administrative responsibilities for our business.

Terms & Conditions