Advisors at this firm
Phillip V
CFA®, Series 63
Laguna Hills, CA
Osage Pacific Advisors, Inc.
Phillip Vigil is the sole advisor at Osage Pacific Advisors, Inc. in Laguna Hills, CA, holding the CFA® designation and Series 63 license, with 26 years of industry experience. He has previously worked at Finance 500, Inc. and related entities for nearly two decades before founding Osage Pacific Advisors in 2016. He is also the managing member of Specialty Income Advisors, LLC, a hedge fund money management firm. Osage Pacific Advisors provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and private funds. The firm focuses on customized, diversified portfolios with an emphasis on asset allocation and generally longer-term holdings, employing strategies like dollar-cost averaging and selective use of options, short-term trades, or margin.
Reva S
Series 65
Laguna Hills, CA
Osage Pacific Advisors, Inc.
Reva Sanchez is a financial advisor at Osage Pacific Advisors, Inc. in Laguna Hills, CA, with six years of industry experience. She holds a Series 65 designation and has worked at Osage Pacific Advisors since 2018. Prior to this, she spent 15 years at River Rock Real Estate. Osage Pacific Advisors provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and private funds. The firm’s investment approach focuses on asset allocation and customized, diversified portfolios, typically managing accounts on a discretionary basis while accommodating client restrictions when requested.
Robert H
Series 63, Series 65
Laguna Hills, CA
Osage Pacific Advisors, Inc.
Robert Hicks is the principal of Osage Pacific Advisors, Inc. in Laguna Hills, CA, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has worked at Osage Pacific Advisors since 2017 and has prior experience with Finance 500 Advisory Services Inc from 1982 to 2016. Hicks is also the managing member of Alternative Asset Group LLC, a non-investment-related business. Osage Pacific Advisors provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plan participants, pension and profit-sharing plans, businesses, and private funds. The firm emphasizes asset allocation and customized, diversified portfolios, generally favoring longer-term holdings while employing strategies such as dollar-cost averaging and options trading when appropriate.
