PACIFIC BROKERS

Services for individuals include the management of assets accumulated for retirement; in the investment of roll-overs from retirement plans, and in appropriate asset allocation and management of inheritances.

Our Tools

Investment Securities

• Domestic and International Mutual Funds
• U. S. Treasury Securities
• Municipal and Corporate Bonds
• All U. S. Listed Stocks

Annuities

• Fixed
• Index
• Variable
• Variable Universal Life

Our Services

• Qualified Plans
  • Individual Retirement Accounts (IRAs)
  • Roth IRAs
  • Simplified Employee Pensions (SEPs)
  • 529 College Savings Plans
• Separate Account Management
  • Vista Analytics, LLC:  utilizes exceptional "institutional" asset managers who select stocks and/or bonds for your own custodial account.  Benefits of Separate Account Management over Mutual Funds include:
    • Access to some of the most talented investment professionals in the industry
    • Ownership of each individual security
    • Individual cost basis in each security owned
    • Uninvested cash is controlled by the investor
    • Portfolios are not forced to liquidate assets in down markets to cover other investors' redemptions
    • Tax consequences are more effectively managed
    • Specific account restrictions can be imposed on the investment managers
    • Current stocks and bonds can be included in the account to retain the cost basis
    • Fees are often reduced
  • Meridian Investment Management
    • Utilizes a sector rotation methodology with "sector" no load mutual funds to enhance returns
  • The Pacific Financial Group, Inc.
    • Utilizes a sector rotation methodology with "index" no load mutual funds to enhance returns
• Bond Portfolio Laddering: utilizing the 20+ years of expertise of our bond
  specialist, laddered portfolios of municipal (non-taxable) and / or
  government and corporate issues can be built for you.
• A Registered Investment Advisor Affiliate (with American Investors Company)
  Securities and advisory services through American Investors Company, 11875 Dublin Blvd., Suite D169, Dublin, California, 94568, 925-828-2882, Member: NASD/SIPC, Registered Investment Advisor
• All services can be commission or fee based

Personal Financial Planning Links

Contact Information

If you have an interest in our services, please contact us at the address, phone numbers or e-mail links below.

If you would like to give us some comments about our web site, or have questions about our company, products or services, click here.

Telephone

800-672-2434 or 925-551-7600

FAX

925-551-5232

Postal address

P.O. Box 2399, Dublin, California, 94568

Street address

7567 Amador Valley Blvd, Suite 206, Dublin, California, 94568

Electronic mail

General Information and Sales: greg@pacbrokers.com
General Information and Sales of Securities: galbin@aicrep.com

Webmaster: michael@pacbrokers.com

License Information and Important Disclosures

All insurance transactions conducted under California Insurance License Number 0479535
Securities offered via American Investors Company, 2682 Bishop Drive, Suite 123, San Ramon, California, 94583, 925-866-2882, Member: FINRA/SIPC http://www.finra.org.  To review American Investors Company's Business Continuity Plan (BCP), please click here www.americaninvestorsco.com.

American Investors Company and Greg Albin are licensed in California, and Nevada and may only transact business in those states. If you do not reside in one of those states, we will not attempt to transact securities for your account or provide you with personalized investment advice unless and until we are licensed in your state.
Nothing contained herein should be construed as an offer or solicitation to purchase any security or invest in any asset management program.  Such offer or solicitation to purchase can only be done by prospectus or appropriate offering materials.

   PACIFIC BROKERS

Send mail to michael@pacbrokers.com with questions or comments about this web site.
Copyright © 2000-2008 PACIFIC BROKERS
Last modified: January 31, 2008