A Customized
Approach to Managing
Your Investments

Dynamic strategies and investment discipline power our personalized investment solutions.

We invest in individual stocks in U.S. and Canadian markets, as well as global stocks via American Depository Receipts (ADRs) according to our clients’ individual needs and preferences.

As fiduciaries and independent wealth managers, we maintain unbiased market research and true best-efforts execution by evaluating research from the world’s largest financial institutions and brokerages before making any decisions about your portfolio.

We evaluate every potential investment using four types of investment analysis:

  • We study a company’s accounting metrics to look for underpriced investment ideas.
  • We determine patterns, trends and potential turn-around stocks.
  • We identify out-of-favor investment ideas and market or sector extremes.
  • We examine how different markets interact, for example how a change in the currency markets can affect gold prices.

We also use data-feeds to build and maintain our own models.

By applying investment discipline, we’re able to manage risk

Investing in public markets always carries a measure of risk alongside potential rewards. We actively manage the risks to mitigate downsides and maximize the potential for returns. We also work with brokers who offer the best price and most cost-effective execution.

For clients who require the active preservation of capital to ensure their retirement plans remain on track, we use methods to move cash to the sidelines in the event of a market breakdown.

Get to know our investment process

We are a team of investment specialists who are dedicated to providing financial guidance and stewardship of your wealth.

Individual Investors

Get customized fee-for-service cross-border asset management solutions for your complex investment portfolio.

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Responsible Investing

Get customized fee-for-service cross-border asset management solutions for your complex investment portfolio.

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Foundations/Institutions

Get customized fee-for-service cross-border asset management solutions for your complex investment portfolio.

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Did You Know?

That 60% of the aggregate value of global stocks is comprised of US stocks?

Further, the best international companies list their stock on US exchanges. To get international exposure for our clients, we invest in companies that do business around the world.

Did You Know?

We act as Fiduciaries for our clients’ wealth?

A fiduciary is an individual or organization who has a legal duty to act in the best interest of someone else They must avoid and disclose conflicts of interest. At Pacifica Partners, we may only buy or sell investments that are the best fit for clients.

Did You Know?

We take zero commission or trailer fees?

Our fees are calculated on the amount you have invested and it is invoiced so that you can clearly see how it is calculated and charged. We do not receive any fees, inducements or payments from anyone else.

Did You Know?

When making investments, we deal fairly with all our clients?

Each client gets the same share price, without regard for how much they have invested with us or when they became a client.