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Mangaged Accounts

Min. Investment

150,000 USD

For clients interested in a professionally managed portfolio of global equities and fixed income, Preferred Pacific Capital Advisors offers separately managed accounts. A managed account allows for the transparency of a traditional brokerage account, while offering turnkey access to an internationally diversified portfolio.

The Managed Account Difference

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No need to come into our bank, or even leave the comfort of your home. We are utilizing the latest security and online banking functionality to give you a “real-life” experience right in your own home.

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A managed account is an investment account owned directly by an individual investor yet professionally looked after by an investment committee. In contrast to a mutual fund in which an investor holds a share of the overall fund, managed account holders own 100% of the underlying securities, allowing for additional personalization and transparency of the portfolio management process.

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Key benefits of a Separately Managed Account:
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  • Access to foreign markets not limited by the small universe of US traded American Depository Receipts (ADRs)

  • Turn-key access to Peter Schiff’s international equity investment strategy

  • Complete transparency, with customization to individual investor needs

  • Dedicated portfolio manager, disciplined management and regular rebalancing

  • Investments are exchange traded and liquid

  • Opportunity to benefit from unique tactical investments

 

A Sustainable Advantage

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The Preferred Pacific Capital Advisor’s Separately Managed Account is available in five different base strategies including: Conservative, Moderate, Balanced, Growth and Aggressive Growth. These specific allocation and weighting is determined through a comprehensive review of the individual’s particular risk tolerance, experience and other relevant factors. Individual preferences and needs are taken into consideration as a bespoke portfolio is crafted for each client.

Speak to a private banker about the SMA advantage.

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Preferred Pacific Capital is a pioneer in transactional only banking. The bank maintains a 100% deposit ratio, makes no loans and does not engage in leverage or speculation with client assets. The bank derives margins only from clients’ commissionable transactions and standard bank fees. These unprecedented measures in the bank’s financial structure offer one of the world’s safest and most secure financial facilities.

contact@preferredpacificcap.com

Preferred Pacific Capital, Private Offshore Wealth Management
Preferred Pacific Capital, Private Offshore Wealth Management

+1 866 617 8817​

Preferred Pacific Capital, Private Offshore Wealth Management

Nibbs St, Road Town,

British Virgin Islands

©  Preferred Pacific Capital, Nibbs St, Road Town, British Virgin Islands

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