A complete list of active advisors currently associated with Euro Pacific Asset Management, LLC
Warmer can help you find a great advisor at Euro Pacific Asset Management, LLC or one who fits your needs even better.
The firm provides discretionary portfolio management to individuals and high‑net‑worth clients, serves as investment adviser to a series of registered investment companies (the Euro Pacific Funds), and acts as a sub‑advisor to other advisers and wrap‑fee programs. It delivers separately managed account strategies and sub‑advisory services to other firms and broker‑dealers and does not offer standalone financial planning services. Investment approaches emphasize international securities and currency diversification, combining top‑down country and industry selection with bottom‑up fundamental analysis, a long‑term, low‑turnover orientation, and quarterly or event‑driven rebalancing. Model strategies include International Value, International Dividend Payers, Emerging Markets, Gold and Natural Resources, and the firm discloses use of AI tools to support research and administrative tasks under internal safeguards and human review. Noteworthy aspects relative to peers include a continuing relationship with a dually registered broker‑dealer (previously an affiliated entity) and a business model that both advises registered investment companies and sub‑advises other advisers—arrangements the firm manages through disclosed conflict‑mitigation measures such as fee offsets. The firm manages over $2.18 billion for roughly 3,600 clients with about ten advisors (a higher client‑per‑advisor ratio than typical peers), and it discloses several commercial and service arrangements with related financial entities as well as a pending civil action involving a control person that the firm characterizes as unrelated to its advisory activities.
To learn more about the advisors currently working at Euro Pacific Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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