Investment Management
Macro Value Monitor
Investment Management
Sitka Pacific Capital Management provides comprehensive investment management and planning to protect and grow your assets over time.
Our goal is to preserve and prudently grow your portfolio by maintaining investments in attractive absolute values across global asset classes, while actively monitoring underlying risks. Our approach is inherently forward looking and value based, and employs a combination of Active Value and Passive Growth strategies.
To request more information and receive a complimentary review of your portfolio, visit Getting Started to schedule a consultation. We will send you our 2023 Summary and schedule a time to discuss an investment plan for your portfolio.
If you would like to receive an email when new memos, articles and letters are made available, visit A Selection of Memos, Articles and Letters to register.
Our most recent memo is linked below:
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 hedge for 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
Sitka Pacific Capital Management provides comprehensive investment management and planning to protect and grow your assets over time.
Our goal is to preserve and prudently grow your portfolio by maintaining investments in attractive absolute values across global asset classes, while actively monitoring underlying risks. Our approach is inherently forward looking and value based, and employs a combination of Active Value and Passive Growth strategies.
To request more information and receive a complimentary review of your portfolio, visit Getting Started to schedule a consultation. We will send you our 2023 Summary and schedule a time to discuss an investment plan for your portfolio.
If you would like to receive an email when new memos, articles and letters are made available, visit A Selection of Memos, Articles and Letters to register.
Our most recent memo is linked below:
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 hedge for 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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