Client Profile

Pacificus Capital Management works with individuals, families, small institutions, and nonprofits. Our clients are independent and entrepreneurial. They tend to be busy professionals who appreciate the benefits of working with a trusted financial partner in the management of their investments.

 

Our clients are comfortable with technology yet value personal interaction. Some will communicate with us on a regular basis via email, phone, video conference, or in person and do not hesitate to reach out in any way that is most convenient to them. In their professional dealings they value trust, competence and accessibility. They want to be included in the process and appreciate being educated along the way.

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