Broker Check

Pacific Capital Investments - The Wealth Management Company -Honolulu, HI

500 Ala Moana Blvd Suite 2-304, Box 162, Honolulu, HI 96813

TEL.808-545-2225

Investment Options

A Wide-Range of Investment Opportunities

Through our affiliation with First Allied, we provide a wide-range of investment options. Together, we offer you the objectivity of working with an independent financial consultant combined with the stability and strength to access the world's financial markets and a wealth of investment resources. Our investment options include:

Retirement Accounts

  • IRAs
  • SEP/IRAs
  • Roth IRAs
  • Simple IRAs
  • Defined contribution
  • Money-purchase pension plan
  • Profit-sharing plan
  • 403(b)
  • 401(k)

Mutual Funds

  • Open-end funds
  • Closed-end funds
  • Networking
  • Dividend reinvestment

Unit Investment Trusts
Asset Management

  • Independent manager search
  • Performance monitoring and reporting
  • Wrap-fee accounts
  • Asset allocation
  • Fee-in-lieu accounts
  • Outside managed accounts

Stocks

  • NYSE-listed stocks
  • NASDAQ over-the counter
  • All other major exchanges
  • Foreign stocks
  • Margin accounts
  • Corporate finance
  • Investment banking
  • 144 and other restricted securities sales
  • Employee stock-option plans

Cash Management

  • Daily sweep accounts
  • Money markets
  • Insured CDs
  • Online account access

Bonds

  • CMOs
  • Convertible
  • Corporate
  • Municipal
  • Zero coupon

Government Securities

  • Ginnie Maes
  • Treasury bills
  • Treasury bonds
  • Treasury notes

Options

  • All major exchanges

Insurance

  • Fixed annuities
  • Variable annuities
  • Term life
  • Variable life
  • Universal life
  • Whole life
  • Disability
  • Long-term care

Alternative Investments (available for accredited/qualified investors only)

  • REITs
  • Equipment leasing
  • Managed futures
  • Equity-linked notes
  • Oil & Gas Programs
  • Tax Credit Programs
  • Real Estate LLC’s
  • Mortgage Funds
  • Private Equity / Venture Capital 

And More...

  • Education and 529 plans