Since 1984, The Pacific Financial Group, Inc. has been ranked among the top investment managers in the country and one of the few to exceed the return of the S&P 500 over 20 years. Jim McClendon, CEO and Senior Portfolio Manager, founded the firm with a vision to create an agile, boutique investment firm centered on developing individuals and affording them opportunities to flourish.

 

The firm has earned a reputation for outstanding client service and a drive to create investment solutions within longstanding relationships. TPFG distinguishes itself in it’s commitment to growing a distinctive culture and holding it’s core values which always places the clients’ interests first. These values are reflected in the firm business principles which emphasize integrity, commitment to excellence, innovation and teamwork.