Pacifica Partners Inc.

Overview

An independent investment boutique serving clients across North America, specializing in customized portfolio management and cross-border investment solutions. The firm offers a range of services, including discretionary portfolio management, cross-border investment management for expatriate Americans and Canadians, and institutional investment management for foundations, corporations, and other institutions. Their investment philosophy blends fundamental, technical, and behavioral analysis to construct and manage portfolios, utilizing advanced proprietary analytics to ensure clients' investment goals stay on track. Pacifica Partners is committed to a fiduciary standard, meaning they are required to act in clients' best interests, ahead of their own. They are licensed to manage investments and provide advice for clients throughout North America and globally, servicing cross-border clients in nine provinces and over 30 U.S. states. The firm's approach includes purchasing securities with the intent of holding them for periods of less than a year, and they employ a tactical asset allocation strategy to manage portfolios by avoiding capital impairment while capturing potential market gains.

Investment Focus

• Accredited investors
• Institutional investors
• Cross-border investors
• Expatriate Americans and Canadians
• Foundations
• Corporations
• High-net-worth individuals and families
• Socially responsible investors