Where We Began

Eleven years later, we may have grown but we have not changed.  Our dedication to providing superior service to our clients is as strong as it was when we first opened our doors.

1997

Pacific Investment Advisors is founded to provide objective financial advice and investment management with support from Perkins & Co.

1999

Kathleen Kee joins the firm as the Director of Financial Planning.

2000

Pacific Investment Advisors accumulates $50 million in assets under management.

2003

Pacific Investment Advisors accumulates $100 million in assets under management.

2006

Lora Vaughan, CPA joins the firm as Senior Analyst. Pacific Investment Advisors accumulates $200 million in assets under management.

2007

PIA celebrates its 10 year anniversary with a grand party at the Portland Classical Chinese Garden.

2008

John Raaf joins the firm as a Portfolio Manager.Pacific Investment Advisors accumulates $300 million in assets under management.