Results matter in money management. Typical portfolios can include ETFs and cash, and/or stocks selected using our proprietary algorithm approach. Click below to view stocks selected using this approach. Judge for yourself the performance.

Click for algorithm selected stocks, dated lists in PDF

Stocks are selected via algorithm using proprietary criteria.  Selected stocks can be used in your portfolio asset allocations

Stocks on PDFs were selected several months ago.  Review the dated stock prices vs. their current prices, win our lose.  Determine if this could be a value added to your portfolio.

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Stephen Vaughen,  Investment Advisor Representative   

(805)955-0650 call or text

Pacific Investment Advisors LLC - Money Manager & Registered Investment Adviser, CA

RIA , Money Manager & Consultants

* All client assets are held in individual brokerage accounts, typically at TD Ameritrade Institutional, Division of TD Ameritrade, Inc. member FINRA/SIPC., independent and unaffiliated broker dealer.

Online account access encouraged Advisor Client Secure Login

Client accounts are advised on a “non-discretionary” basis such that the client is the final decision maker on all buy sell and hold decisions within their individual accounts. All client accounts are advised on a personal and consultative basis.

BIO of Stephen Vaughen:

1980-2003 Stephen Vaughen was a Registered Representative and ultimately partner of the New York Stock Exchange member firm of Crowell Weedon & Co. in Los Angeles.

2003-present Stephen Vaughen, an RIA, Investment Advisor Representative, Money Manager, working with TD Ameritrade Institutional as his client custodian.

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Disclosure: Myself, my family and/or my clients will typically have positions in some or all of the securities mentioned on this web site.   I wrote this web material myself and I have no business relationship with any of the stock, bond, ETF fund companies, or mutual fund companies mentioned on this web site.

Investment participation involves risk and therefore not suitable for all investors.

Past performance is not indicative of future results.