Pacific Horizon Investment Management LLC

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Client assets under management

$80,826,371

Clients

81% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$2,245,177

About

Pacific Horizon Investment Management provides discretionary investment management to individuals, high-net-worth clients, charitable institutions, foundations and endowments. The firm reports managing roughly $82 million as of December 31, 2025 and typically implements relationships under asset-based fee arrangements with a customary account minimum that may be waived in certain cases.

The firm’s investment approach is global asset allocation across equity, fixed income, real estate, commodity and currency exposures, primarily implemented through exchange-traded funds and no-load mutual funds. It also offers equity-oriented strategies reflecting the firm principal’s long experience in equity analysis and portfolio management, and conducts at least annual personal reviews with quarterly reporting and investment outlooks.

Notably, the firm’s disclosures indicate a client mix that includes several institutional types — such as banking or thrift institutions, insurance companies, state or municipal governments, other investment advisers and sovereign wealth funds — a composition that is uncommon for a firm of this size. The brochure also emphasizes limited outside business activities, a practice of leaving proxy voting to clients, and a custodial/recommendation relationship with a single major custodian while disclosing the potential conflicts that relationship can create.

Client services

Portfolio management

Expertise

Wealth management Passive / index investing Real estate investing Private / alternative investments

Fee options

Percentage

$0 - $2,000,000: 1.00% per annum (Equity & Balanced Accounts) $2,000,001 - $5,000,000: 0.85% per annum (Equity & Balanced Accounts) $5,000,001 - $10,000,000: 0.70% per annum (Equity & Balanced Accounts) $10,000,001 - $15,000,000: 0.50% per annum (Equity & Balanced Accounts) $15,000,000+: 0.45% per annum (Equity & Balanced Accounts) $500,000 - $1,000,000: 0.60% per annum (Fixed Income - Individual Bonds) $1,000,001 - $2,000,000: 0.40% per annum (Fixed Income - Individual Bonds) $2,000,001 - $5,000,000: 0.25% per annum (Fixed Income - Individual Bonds) $5,000,001+: Negotiable (Fixed Income - Individual Bonds)

Other

Account minimum: $500,000 (typically, but may be waived)

Main office location

Pacific Horizon Investment Management LLC

500 Union Street, Ste 835

Seattle WA 98101-4111, United States

Number of offices

Most active in

Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 206-682-1181

Advisors at this firm

Patricia E

Series 63, Series 65

Seattle, WA

Pacific Horizon Investment Management LLC

Patricia Elmer is a financial advisor at Pacific Horizon Investment Management LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Pacific Horizon since 2000. Outside of her advisory role, she is a Certified Divorce Financial Analyst and operates Creative Divorce Solutions, LLC, providing financial advice related to divorce on an hourly basis. Pacific Horizon Investment Management serves individuals, high-net-worth clients, charitable institutions, and a range of institutional clients, including other investment advisers and sovereign wealth funds. The firm offers discretionary portfolio management with a global asset allocation approach, utilizing primarily exchange-traded funds and no-load mutual funds, and provides regular client reviews and reporting.

Wealth management Passive / index investing Real estate investing Private / alternative investments

William R

CFP®, Series 65

Seattle, WA

Pacific Horizon Investment Management LLC

William Robbins is a CFP® with seven years of industry experience and has been with Pacific Horizon Investment Management LLC since 2014. He is based in Seattle, WA, and holds the Series 65 license. While not an owner, he provides occasional administrative and client service support to Creative Divorce Solutions, LLC, a separate business owned by his colleague. Pacific Horizon Investment Management serves individuals, high-net-worth clients, charitable institutions, and a range of institutional clients, offering discretionary portfolio management and investment advice. The firm’s investment approach focuses on global asset allocation using ETFs and no-load mutual funds, with an emphasis on diversification through alternatives and regular client reviews.

Wealth management Passive / index investing Real estate investing Private / alternative investments

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