A unique opportunity to invest in our pooled fund.
The $38 million fund invests in equities and bonds, as well as select alternative assets to manage volatility with a dynamic asset mix and sector rotation strategy.
It's an ideal fund for investors looking for a unique and sophisticated investment vehicle that is “non-indexed” yet provides diversified exposure to core asset classes and sectors.
The Tactical Balanced Fund's equity holdings include large U.S. and Canadian market capitalization companies, with a bias toward dividend growth stocks. We supplement those with investments in select international companies.
We base our asset mix and sector rotation decisions primarily on a top-down investment approach that uses macroeconomic and broad market factors. We base our individual security selection on a bottom-up approach that involves examining the specific attributes of each company.
Units of the fund are valued monthly.
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.