Pacific Capital Works’optimizes finances for former and current entrepreneurs, executives, key employees and institutions. We provide a complete financial solution and specialize in certain industries (list below) and clients who have concentrated equity stakes. We have special knowledge of many of the larger programs, challenges and specific needs for these groups, which we enjoy representing.
Pacific Capital Works specializes in the specific problems and needs of a few unique industries:
Creative, Outdoor & Athletic Industry
Foundations & Endowments
Food & Beverage Industry
Advisors (Investment Advisors, Consultants, Investment Banks and Venture Capital Firms)
DISCLOSURES Pacific Capital Works, Inc. is registered as an investment adviser in Oregon and Texas. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. Pacific Capital Works, Inc. is not engaged in the practice of law or accounting. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions, may materially alter the performance of your portfolio. Past performance is not a guarantee of future success. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will either be suitable or profitable for a client's portfolio. Third-party recognition from rating services or publications does not guarantee future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results.