Advisory Services

Pacific West’s advisory platform, AdvisorOption™, offers you the choice to join Pacific West’s Turn-Key RIA™ or to establish your own through our Flex RIA™ program. Each provides open architecture and the flexibility to manage and brand your business the way you want.

Through Pacific West Financial Consultants, Inc., Pacific West’s Registered Investment Advisor, you’ll have access to our Turn-Key RIA solution.

Turn-Key RIA™

Portfolio Management program
Financial Consultation program
Strategic Advisor program

• UMA
• SMA
• Mutual Fund/ETF Wrap
• Manager Direct

Manager due diligence
Compliance program
Advisory contracts
Optional fee billing services
Regulatory reporting
Multi-custodial options

Flex RIA™

Offers Registered Investment Advisors a hybrid solution built on open architecture, vast custodial choice, coupled with the ability to combine commissionable products to offer clients the comprehensive solutions they require.

Optional fee billing services
Supervision program
Access to E & O insurance
Multi-custodial options