Investment Management

At Sitka Pacific, investment management and wealth planning are focused on providing our clients with growth, stability, and independence in the financial markets. Our diversified approach provides resilient, sustainable returns using balanced portfolios of global equities, bonds, and real assets.

To take a step toward stability and independence with your investments, submit your contact information below and we will contact you shortly.

Investment Advisors and Wealth Managers

SMA management is available through Schwab Advisor Services and Interactive Brokers. To learn more about options available for your clients, contact us for more information.

Investment Management

At Sitka Pacific, investment management and wealth planning are focused on providing our clients with growth, stability, and independence in the financial markets. Our diversified approach provides resilient, sustainable returns using balanced portfolios of global equities, bonds, and real assets.

To take a step toward stability and independence with your investments, submit your contact information below and we will contact you shortly.

Investment Advisors and Wealth Managers

SMA management is available through Schwab Advisor Services and Interactive Brokers. To learn more about options available for your clients, contact us for more information.

Investment Management

Before investing, we will discuss your goals and risk tolerances with you to see if a separately managed account at Sitka Pacific would be a good fit. To contact us for a free consultation, visit Getting Started.

Macro Value Monitor

To read a selection of recent client letters and be alerted when new letters are posted to our public site, visit Recent Client Letters.