We are a team of investment specialists who are dedicated to providing financial guidance and stewardship of your wealth. We know that above all, when you ask us to manage your wealth, it is not just a portfolio of stocks and bonds. It is the product of many years of hard work and painstaking savings. And we understand that it is your basis for a fulfilling retirement, a meaningful gift or a specific target or goal.
We can help you reach your investment goals in three core areas of our practice:
We believe that working as a truly independent team on a fee for service basis is the best way to align your goals with ours. At Pacifica Partners, managing your wealth is the responsibility of all our partners, which is a departure from the typical “one-client” per “one-advisor” relationship. This is one of the reasons why we are an independent firm rather than a team working under the banner of a large financial intuition. We are strictly portfolio managers and financial planners, and focus our expertise in providing steady growth and downside protection in an increasingly complex global investment environment. We avoid conflicts of interest by refusing any commissions or inducements and we do not perform tax, legal or insurance services in-house. In order to ensure you receive the best in accounting, legal, and insurance services, we work closely with other independent professionals who are completely free to critique or audit our work or reporting.
All members of Pacifica adhere to the CFA Code of Ethics where we:
We also adhere to the Standards of Professional Conduct. Ultimately what this means is that we’ll take measures to ensure all of our clients receive:
We take the time to ensure you’ll understand your portfolio, and how you can take advantage of our investor tools to keep track of transactions and returns through our online account portal.
We publish newsletters and strategy notes on a quarterly basis to provide explanations for key market events and a perspective that is often contrary to the herd.