Pacificus Capital Management is a boutique independent financial services firm based in San Francisco, California. We provide investment management, advisory and wealth planning services to individuals, families, small institutions and nonprofits. We established our firm with the principle that our practice begins and ends with the needs of our clients. We are a true solutions-based advisor dedicated to our clients and act with a high level of care, confidentiality and patience.
Capital preservation is our overriding priority in managing investment portfolios. We focus on long-term investment strategies, that combine top down "macro" analysis with quantitative portfolio construction. We believe economic variables such as interest rates, inflation and growth explain a large portion of investment performance over time. Under a conservative umbrella, we construct and manage portfolios consisting mainly of individual securities such as stocks, bonds and exchange traded funds (ETF's), as well as alternative investments.
Client assets are managed in separate accounts on a tiered fee basis. The fee percentage decreases as a client's assets under management increases. Our fee-based investment advisory services are offered through our affiliation with Cambridge Investment Research Advisors Inc. Founded in 1981, CIRA is an open architecture Registered Investment Advisor.
Client securities and funds are segregated and held in custody with Fidelity Clearing and Custody Solutions. FCCS is a Fidelity Investments company whose core business is the custody and clearing of securities.