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 also use data-feeds to build and maintain our own models.
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.
We are a team of investment specialists who are dedicated to providing financial guidance and stewardship of your wealth.
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.