Due Diligence
Pacific West focuses resources on a strong due diligence program, which includes a combination of both in-house and, when appropriate, third party due diligence consultants to assist with our in-depth product and third party manager review. With an emphasis on quality investments, we communicate the essential information that assists our financial advisors understand and market approved products and services.
Our service includes a timely email alert that notifies of new products as they are approved, with a detailed analysis of most approved offerings.