A complete list of active advisors currently associated with Sitka Pacific Capital Management, LLC

Warmer can help you find a great advisor at Sitka Pacific Capital Management, LLC or one who fits your needs even better.

Sitka Pacific Capital Management, LLC provides discretionary portfolio management to individuals (including accredited and non-accredited investors), trusts, pension and profit-sharing plans, and other business entities through separately managed accounts. The firm reports managing roughly $41.3 million in client assets across about 44 client relationships and generally requires a $500,000 minimum to open a new advisory relationship. The firm’s stated approach is valuation-aware and focused on long-term preservation and prudent growth, maintaining exposure to domestic and global equity and bond markets while using cash as a strategic asset; accounts may include ETFs, mutual funds, precious metals, commodities, currencies, options and short positions. Investment selection relies on proprietary methods that combine fundamental, technical and cyclical analysis, and the firm manages client accounts on a discretionary basis without accepting client-imposed restrictions on securities. A distinctive feature disclosed in the brochure is the firm’s affiliation with another SEC-registered investment adviser, an arrangement that the firm notes can create conflicts because personnel devote time to the affiliated adviser and may at times recommend its services. Compared with many peers of similar size, the firm also documents routine access to more advanced strategies (short selling, margin, options and non-traditional ETPs), uses block trading through recommended custodians, and leaves proxy voting authority with clients.

To learn more about the advisors currently working at Sitka Pacific Capital 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.