Link of PIA @ A Glance (Group Version)
Pacific Income Advisers was founded on September 4th, 1986, by Lloyd McAdams and Heather Baines and the firm began managing fixed income portfolios in January of 1987. Lloyd was previously the Chief Investment Officer at Security Pacific Investments and prior to that had been a Vice President at Trust Company of the West and a portfolio manager for the Consolidated Retirement System for the State of Tennessee. Heather came to PIA from Security Pacific Investments, where she was a Senior Vice President.
The foundation of the firm’s investment process is Lloyd’s extensive work in yield curve analysis and his background in statistics. This foundation is unchanged, and the firm continues to refine its understanding of risk to better meet the needs of our clients.
In recent years, PIA has added expertise in the areas of high yield and convertibles by adding a team of individuals that have significant experience in their respective asset classes. This has allowed the firm to continue to develop client-centric solutions as clients adapt to a changing investment landscape.
Today, PIA continues to provide professional investment management services for public funds, Taft-Hartley plans, corporations, insurance companies, endowments, foundations and private clients. PIA remains 100% owned by active employees, and we are very proud of the continuity of our employees and their dedication to our clients. Since inception, the PIA mission has not changed.
PIA’s mission is to use our in-depth understanding of risk measurement to provide clients with diversified fixed income portfolios to achieve client objectives as defined by the investment policy, while emphasizing a high level of service to meet and exceed client expectations.