Private clients of Bank of the Pacific have access to additional resources through Elliott Cove Capital Management1 and their affiliates. Together with Elliott Cove, we can assist in reaching your investment objectives regardless of how complex they are. The services we can make available to you include, but are not limited to:
- Certified Financial Planning
- Sophisticated investment portfolios
- Estate planning and trust services
- Insurance and annuity solutions
It’s all about making smart investments
When planning for retirement or other life goals, it is important to invest wisely. Attempting to outsmart the market costs money and diminishes returns. Through Elliott Cove Capital Management, we help you make sound investment decisions.
We believe that the best way to build wealth is through intelligent, disciplined asset allocation. It’s a basic principal of smart investing.
Also, by investing in low cost, highly efficient index-type funds, our portfolios minimize internal costs and provide broad diversification across asset classes. You won’t have “all your eggs in one basket.”
These are time honored strategies to minimize investment risk and maximize rewards. With Elliott Cove, your money works harder for you.
Working Toward Your Goals
After we determine the correct investment portfolio for you, our job is not done. We continually monitor our portfolios to assure that they are achieving their investment objectives. We also rebalance your portfolio each quarter to make sure it remains aligned with your initial goals and risk tolerance.
Finally, when your needs evolve we will assist you in making the necessary adjustments to fit with your new circumstances.
For an objective and customized review of your current financial position, call your Private Client Service bank representative to find out how Elliott Cove can customize a program for you.
Elliot Cove investment and annuity products are: