Dynamic strategies and investment discipline
power our tailored investment solutions.
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
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.