Foundations & Institutions

Dynamic strategies and investment discipline
power our tailored investment solutions.

Access custom investment management solutions tailored to unique institutional requirements.

Our investment style and strategy is well-suited to managing accounts for endowments, foundations and other overseen portfolios.  Our systems have been developed to allow asset owners to dictate excluded investments from their portfolio, allowing their values to be reflected in their investments.   We do this while delivering compelling returns and meeting the risk parameters set out in the Investment Policy.

Our investments include fixed income and listed public equities.  Our investable universe includes securities listed on Canadian and US exchanges, including ADRs. 

Our team has extensive experience working with asset owners and can respond to Requests For Proposal.  We do not have relationships with search consultants and other third parties.  We will work directly with your organization for success.  If you would like us to submit a proposal to manage investments for you, please contact Russell Moldowan.

Book a Complimentary Consultation

View All Your Accounts in One Place.

Pacifica clients can see all their US and Canadian investment accounts through our portal, with a unified view at the account level or portfolio household level. Easily track your exposure, income, returns and gain-loss data in either CAD or USD. See your bottom line in either currency.

Next-level Portfolio Benchmarking & Analytics.

Track your portfolio performance, sector exposures, position metrics and bond risk. Every portfolio is benchmarked to an appropriate market index. This helps understand how your performance fares on an ‘apples to apples’ basis as well as to troubleshoot any weaknesses.

Our Fiduciary Duty.

We are held to a Fiduciary standard, meaning we are required to act in your best interest, ahead of our own. We are licensed to manage investments and provide advice for clients throughout North America and Globally. We service cross-border clients in 9 Provinces and in over 30 US States.

Portfolio Migration Made Easy.

Clients often have portfolio positions that have built up over time with large taxable gains, or have unique circumstances reflected in their portfolio. We’ll analyze these constraints with your tax planner’s input. We transfer-in holdings as-is, and methodical adjustments are made over time to intelligently migrate your portfolio to meet your investment objectives.