PSI Secure Folders

Please enter your username and password to access our secure folders area for:

   ■   Long-Term Value Portfolio Monthly Performance Reports
   ■   Letters to Investors    

Compliance Information

   ■   Form ADV
   ■   Privacy Policy
   ■   Proxy Voting Policy
   ■   IPO  Policy

Schwab Alliance

Your separately managed accounts at Schwab Institutional may be viewed online at, a web site designed exclusively for clients of independent investment advisors that custody at Schwab. It’s easy to create your own personal Schwab Alliance website encrypted with a user I.D. and password. Simply follow these instructions to web-activate your account online at Call Schwab Signature Alliance at 800-515-2157 or Pacific Strategic Investors at 1.713.495.5220 if you need assistance in any way.

Schwab Alliance provides:

Complete Real-time Account Information

Through Schwab Alliance, you will have access to complete real-time account information ■ positions ■ market value ■ gain/loss reports ■ transaction history ■ transfers ■ deposits.


Money transfers between your bank and Schwab Institutional accounts ■ between Schwab accounts ■ wire transfers.

eDelivery  electronically delivered account reports

Monthly account statements ■ trade confirmations ■ tax reports ■ quarterly portfolio allocation report

Schwab Mobile for Android ■ iPhone  iPad ■ Kindle Fire

Schwab’s suite of mobile apps makes it easy to monitor your accounts and follow today’s market news -whenever and wherever you want. Go to Schwab Mobile for complete information.

Schwab Mobile Deposit ■ deposit checks wherever you are

There is no longer the need to mail checks or make deposits at your Schwab branch. Now, make deposits simply by taking pictures of you check!. Schwab Mobile Deposit service is available for iPhone 3, 3gs and 4. Go to Schwab Mobile Depositfor complete information.