We provide portfolio management focused on absolute returns to protect and grow your assets over time. We work with individuals directly or through their primary advisors/wealth managers via sub-advisory agreements. Please contact us for more information.
Each of our investment strategies are available in separately managed accounts with full transparency, daily liquidity, and no performance fees. All performance is presented in accordance with GIPS® standards.
Our investment strategies are designed to preserve and prudently grow your assets over the long-term by looking across a variety of asset classes for attractive opportunities. We aim to avoid significant declines by taking risks only when justified by potential returns. The goal of our strategies is to provide a long-term return with active and dynamic exposure to
- Foreign and domestic stock and bond markets
- Precious metals and commodities
- Hedging strategies
Many of our strategies are also available for retirement accounts.
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.