27401 Los Altos Suite 270 Mission Viejo, CA 92691 Phone: 949-369-0393

rincon pacific management

Account Access

Click the link below to access your personal investment account. If you need help setting up your secure login and password, please contact Rincon Pacific Management at 800-727-8878.


Advisor Center

With three decades of experience, Rincon Pacific Management Incorporated provides third party money management solutions to fee-based financial planners and advisors. We provide constant supervision of client portfolios whether invested in mutual funds, exchange traded funds, or individual equities.

For the advisor seeking more than a “buy-and-hold” strategy, our programs are designed to meet your clients’ individual investment goals and objectives, utilizing a systematic, risk-sensitive approach to building and preserving capital.

Rincon Pacific is a relationship driven company dedicated to providing financial professionals the highest level of service and support. Our expertise provides you the opportunity to focus your efforts, serving your clients and growing your practice.  We offer:

  • Flexible Investment Options
  • Communication
  • Online access to client account information
  • Outsourcing of back office functions
    • Statements
    • Performance Reporting
    • Trading

Over the years we have observed that individual investors fail to match the returns of the major market averages. A study by Dalbar, Inc. reports that over the 19 year period ending December 31, 2002, the S&P500 index produced an annualized return of 12.2% while the average equity mutual fund investor returned 2.6%. This was not due to lagging performance of the funds but rather the investment timing of the fund investors. The reason individuals consistently lag behind market results is that they tend to buy late in a rising market and hold on only to sell at the market's bottom when the pressure of losing becomes too great. Many investors are prone to underestimate the risk of market volatility and do not have a strategy that manages risk.

Craig Cooper,
Rincon Pacific Management

Rincon Pacific Managment © 2007 All Rights Reserved.

Securities and investment advisory services offered through Girard Securities, Inc., member FINRA, SIPC. Investment Advisory services also offered through Rincon Pacific Management a registered investment advisor not affiliated with Girard Securities

The registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA