- Tax Planning
- Investment ManagementData presented reflects past performance, which is no guarantee of future results. Net performance shown reflects the deduction of annual investment management fees of 1.00% of assets under management. Performance returns may reflect the effect of material economic and market factors not anticipated by Phocas. Clients’ returns will be reduced by advisory fees and other expenses incurred in the management of the client’s account.
- Mutual FundsOur portfolios are invested in stocks, bonds, mutual funds, and alternative investments across all asset classes in the right mix for you. Because no client is the same, all clients have portfolios that uniquely represent their own needs. Furthermore, because we are a registered investment advisor, we look out for only your best interests. We are 100% fee only and do not accept commissions for investing you in others’ products.
- Bonds
- Wealth ManagementPhocas Wealth Management believes that reaching your goals requires patient, long-term investing with diversification and discipline. The roadmap to helping you reach your financial goals involves a custom tailored-made portfolio that meets your financial needs and tolerance for risk. Wealth management is a process that involves constant, proactive monitoring and adapting as your goals evolve.
- Cash Flow AnalysisOur financial advice goes beyond investing your portfolio of assets and includes retirement planning, education planning, cash flow analysis, and working with your tax and estate planning professionals to help you achieve your goals.
- Financial Planning
- Retirement PlanningPhocas manages separate accounts and mutual funds for institutional investors, investment advisors, and individual investors. Phocas’ client roster also includes several managers of managers working on behalf of large investors including significant U.S. public pension plans. Phocas currently manages three strategies: U.S. Small Cap Value equities; U.S. Equity Real Estate Investment Trusts; and U.S. Equity Income which invests in equities, fixed income instruments and preferred securities.
- Asset Management
- College Funding