To our valued clients,

We at PIMCO have worked diligently to build an outstanding team of 13 Account Managers dedicated to providing comprehensive and best in class service to RIA’s and family offices. For more than 20 years, we have sought ways to help you strengthen your business by providing thoughtful investment solutions designed to deliver strong outcomes for your clients. We continue to look for innovative solutions to support you in the important fiduciary role you play in managing clients’ risk and delivering on their investment needs.

We remain committed to addressing the themes you continue to tell us are most important to you. In the months ahead, we intend to use this forum to provide new insight into topics such as:

  • Incorporating alternative investments into client portfolios – key considerations when evaluating both liquid and private fund strategies, designed to generate absolute returns and tap alternative risk premia
  • Active versus passive management - getting beyond the surface-level arguments in this debate to focus on the asset classes and market environments that may favor active management more than others
  • Portfolio analysis – sophisticated tools to help identify the embedded risks and the return drivers in your portfolio, aiding you in the portfolio construction and manager selection process

We hope you will find this site useful in accessing the many resources we have developed especially for you, including our monthly
RIA Newsletter and key market statistics. These tools reflect our ongoing efforts to strengthen our relationship and provide you with the very best resources to support and grow your business.

As always, we welcome your feedback and suggestions. Please reach out to your PIMCO Account Manager or to me directly at with your thoughts.

Doug Ongaro, CFA

The Author

Doug Ongaro

Account Manager, Head of RIA and Bank Trust Teams

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