Pacific Point was founded by Jay Winship and Mike Licosati after exploring options to manage their own family wealth and quickly realizing the limitations of traditional wealth management models.
Our Founders have successfully invested billions of dollars for institutional investors, family offices, and wealthy clients who are keenly focused on investment performance, risk management, transparency, and access to unique proprietary investment ideas. Our performance-based model provides better alignment with our clients and contrasts with most wealth advisors who are primarily asset allocators.
We are also unique because we manage proprietary investment funds and invest our own capital side-by-side with our clients. This allows us to better serve our clients and provide access to proprietary investment opportunities typically reserved only for family offices and large institutional investors.
We act in our client’s best interests.
With us, you’re in the driver’s seat.
We set a high bar and work to exceed it every day.
People trust us to deliver, and we never forget that.
We work as a team, within the firm and with our clients
As technology and digital capabilities advance, so will we.