Sitka Pacific Capital Management is here to provide the absolute return investment plan you have been searching for to protect and grow your assets. We work with individuals directly or through their primary advisiors/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.
We accept new clients with a minimum initial investment of $200,000.
Core Investment Strategies
Absolute Return
Absolute Return is our flagship multi-asset class strategy designed to preserve and prudently grow your assets over time 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 the Absolute Return portfolio is to provide a low-risk return with active and dynamic exposure to
- Foreign and domestic stock and bond markets
- Precious metals, commodities, yield oriented trusts and funds
- Currencies
- Hedging strategies
The Absolute Return portfolio is a diversified, flexible strategy that invests in individual securities and ETFs in a broad array of markets. Individual positions are often hedged with strategies that increase yield and/or reduce market exposure. Overall market exposure is actively managed.
Ideal for: Investors seeking a more consistent return with low risk. Absolute Return is also available for retirement accounts.
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Hedged Growth
The Hedged Growth portfolio is a diversified, flexible strategy that invests in U.S. listed individual stocks (including ADRs) both long and short which allows us to earn returns that are largely independent from the broader market’s movements. The portfolio typically contains
- Core long positions in high quality, dividend paying stocks
- Core short positions in low quality, high valuation stocks
- Opportunistic long positions in growth stocks with attractive valuations
Ideal for: Investors seeking growth that is independent of the market. Hedged Growth is NOT available for retirement accounts.
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Specialized Investment Strategies
Each of our specialized strategies may play an important role in your overall investment plan or may offer the opportunity to take a focused tactical position on various types of assets. Each strategy is available for retirement accounts.
Commodities Focus I
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 including
- Long positions in stocks and trusts with a focus on energy, industrial and precious metals
Ideal for: Investors seeking a managed exposure to energy and metals.
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Dividend Growth
We structure our Dividend Growth portfolio to focus on long-term return, so that our clients receive the best growth possible over periods of 5-10 years and 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.Long positions
- Long positions in dividend paying stocks
Ideal for: Investors seeking to maximize the long-term growth of their portfolio.
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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.