Investment Management
Macro Value Monitor
Investment Management
At Sitka Pacific Capital Management, investment management and wealth planning are focused on providing clients with stability and independence in the financial markets.
Our diversified, all-weather approach is inherently forward looking, value based, and employs both Active Value and Passive Growth strategies. Our goal is to deliver a resilient, reliable long-term return for our clients.
To request more information and to schedule a complimentary review of your portfolio, visit Getting Started to arrange a consultation.
To receive an email when new memos, articles, and letters on the markets are published, visit Memos, Articles, and Letters to register.
Investment Advisors and Wealth Managers
Sitka Pacific’s Absolute Return strategy has an established record of positive average performance during both bull and bear markets, and a near zero annual correlation with the S&P 500. This makes Absolute Return an ideal addition to client portfolios to balance risk asset exposure.
To incorporate Sitka Pacific’s Absolute Return SMA strategy into the investment options available to your clients, contact us for more information. We look forward to helping you and your clients achieve their goals with better risk-adjusted returns that are less correlated to the markets.
Sitka Pacific’s Absolute Return is listed in the InformaIS PSN database in the Global/International Balanced category, and is available on Schwab’s Managed Account Platform.
Investment Management
At Sitka Pacific Capital Management, investment management and wealth planning are focused on providing clients with stability and independence in the financial markets.
Our diversified, all-weather approach is inherently forward looking, value based, and employs both Active Value and Passive Growth strategies. Our goal is to deliver a resilient, reliable long-term return for our clients.
To request more information and to schedule a complimentary review of your portfolio, visit Getting Started to arrange a consultation.
To receive an email when new memos, articles, and letters on the markets are published, visit Memos, Articles, and Letters to register.
Investment Advisors and Wealth Managers
Sitka Pacific’s Absolute Return strategy has an established record of positive average performance during both bull and bear markets, and a near zero annual correlation with the S&P 500. This makes Absolute Return an ideal addition to client portfolios to balance risk asset exposure.
To incorporate Sitka Pacific’s Absolute Return SMA strategy into the investment options available to your clients, contact us for more information. We look forward to helping you and your clients achieve their goals with better risk-adjusted returns that are less correlated to the markets.
Sitka Pacific’s Absolute Return is listed in the InformaIS PSN database in the Global/International Balanced category, and is available on Schwab’s Managed Account Platform.
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.
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