If you are an investment or insurance industry professional and want your clients to receive the benefits of investing in securities and not funds, we can help.
A team approach to managing wealth is what we offer. Contact us:
You will get 24/7 secure online access to client portfolios and documents to help with financial, insurance or tax planning. Your clients have the choice of having their portfolio align with their values, using our Responsible Investing Policy.
You may be used to handing your clients off to a large firm that pays you for your referral then leaves you out of the picture. That’s not what we do. We bring the services and scale of a full-service portfolio manager to your practice. This will allow you to focus on building your business and delivering other services to your clients.
Contact, in confidence, Aman Bhangu, Vice President Research & Portfolio Manager – email@example.comBook a Complimentary Consultation
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.
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.
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.
Each client gets the same share price, without regard for how much they have invested with us or when they became a client.