Sitka Pacific Capital Management is here to provide the absolute return investment plan you have been searching for to protect and grow your assets. Whether you are looking to take the next step beyond a traditional asset manager, for a way to invest that is both growth oriented and focused on risk management, or a managed exposure to a specific investment theme to complement your overall portfolio, we can help you achieve your goals.
Below you'll find information about our core investment strategies. Before opening an account, we will meet with you to fully assess your needs and goals and help find the best investment management plan for you.
The minimum initial investment for most of our portfolios is $50,000.
Hedged Growth
- Long positions
- Short positions
- Dividend paying stocks
- Returns are historically uncorrelated to the S&P 500
- Low volatility relative to the S&P 500
Ideal for: Investors seeking growth that is independent of the market.
Click here for a detailed portfolio summary
We structure our Hedged Growth portfolio to provide a high Sharpe ratio (return relative to volatility), so that our clients receive the highest growth possible for the volatility they experience. The Hedged Growth portfolio is historically uncorrelated to the market, and is ideal for risk-conscious investors seeking to efficiently maximize growth of their investment capital.
Absolute Return
- Long Positions
- Exposure to domestic and foreign stock and bond markets
- Use of Risk-Reducing options strategies
- Low volatility
- Low risk to capital
Ideal for: Investors seeking a more consistent return with low risk. Click here for a detailed portfolio summary
The Absolute Return portfolio is a wealth management portfolio designed to preserve your investment capital. The goal of the Absolute Return portfolio is to provide a low-volatility, low-risk return with an opportunity for growth. Individual positions are often hedged with strategies that increase yield and reduce market exposure. Overall market exposure is actively managed and investments may include positions in foreign markets.
Commodities Focus I
- Long positions in stocks and trusts
- Focus on energy, industrial and precious metals
Ideal for: Investors seeking a managed exposure to energy and metals.
Click here for a detailed portfolio summary
The Commodities Focus I portfolio is a broadly diversified portfolio of stocks and trusts from sectors including energy, precious metals, industrial metals, and natural resources. Market exposure and sector allocation are actively managed. The portfolio is idea for risk-tolerant investors with investment horizons longer than 5 years who seek a concentrated exposure to real assets.
Dividend Growth
- Long positions
- Dividend paying stocks
Ideal for: Investors seeking to maximize the long-term growth of their portfolio.
Click here for a detailed portfolio summary
We structure our Dividend Growth portfolio to focus on long-term return, so that our clients receive the best growth possible over periods of 5 years or longer. Dividend Growth portfolios are more correlated to the market than the Hedged Growth portfolio, and is ideal for risk-tolerant investors seeking to maximize the long-term growth of their investment capital.
Account Management
Each of our clients have their own individual account with their own secure username and password. They can login anytime to print out statements, request withdrawals or make deposits, and check current investments and performance. This level of transparency is uncommon, but we prefer our clients to be fully aware of how their money is invested and how it is performing at all times. We hope to set a new standard of transparency and trust between Advisor and Client.
If you have any questions about our accounts and how they are managed, send us an email through our Contact page.
To schedule a consultation and find out more about opening a managed account with Sitka Pacific, visit our Getting Started page.
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