Sitka Pacific

Investment Management

When you contact Sitka Pacific, we’ll begin by discussing your priorities and risk tolerances, and reviewing your current investments. We will then craft an investment plan to help you achieve your goals.

To schedule a consultation and complimentary portfolio review, visit Getting Started.

To learn more about our approach, visit Investment Management.

Macro Value Monitor

A publication discussing Monetary History, Market Myths, Investing Legends, and Real Global Value.  To subscribe, click here.

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.

Sitka Pacific Capital Management 2023 Summary
Sitka Pacific Investment Management

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.

Sitka Pacific Absolute Return Performance Bull and Bear Market

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.

Follow Sitka Pacific on LinkedIn

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.

Sitka Pacific Capital Management 2023 Summary
Sitka Pacific Investment Management

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.

Sitka Pacific Absolute Return Performance Bull and Bear Market

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.

Follow Sitka Pacific on LinkedIn

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.