Products
At Pacific West a trained and dedicated staff conducts product due diligence. Our goal is to offer a wide variety of quality investment opportunities, enabling financial professionals to be nimble in their approach to meet clients’ investment needs.Â
Pacific West provides financial professionals access to our approved DPP offering analysis of managed futures funds, REITs, real estate products, energy, leasing and hedge funds. And they may also view our quarterly or annual performance reports on Third Party Money Managers, REITs, Energy and Leasing.
With one of the most extensive product lists in the industry, our investment vehicles and services encompass the following:
- Corporate trustee partnerships
Energy programs
Fixed income securities
Leasing programs
Managed futures funds
Mutual funds
Private equity
Real estate funds and partnerships
REITs (private and public)
Separately managed trusts (SMAs and UMAs)
Stocks
Structured products
Tenant in Common (TIC)/ DST/1031
Third party money managers
Unit Investment Trusts (UITs)
Variable annuities (VAs and VULs)
Outside Business Activity Relationships:
- Fixed insurance
- Bank products
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