Phocas Financial Corporation was founded in 2005 and is based in Alameda, California. The partners include William Schaff, James Murray, Steve Block, and Kevin Granger. William, James and Steve are investment professionals who successfully managed assets for institutional and private clients at Bay Isle Financial LLC, a San Francisco based investment advisory firm. Kevin joined the team after working in the institutional "manager of managers" arena.
The Phocas Financial principals have over 80 years of combined investment experience. They are well known and highly regarded in the investment community for their investing acumen, insight, and experience.