Phocas Financial works with high net-worth individuals, foundations and endowments to help achieve their financial goals. We believe that our private clients should have the same access to rigorous investment management discipline that the institutional marketplace enjoys.

Asset allocation theory is a cornerstone of successful wealth management. Phocas Financial's partners have the experience necessary to put that theory into effective practice. We have successfully managed institutional portfolios across three asset classes for more than a decade and private client portfolios for more than two decades. We believe that our broad market knowledge, historical perspective and sophisticated, disciplined approach that the institutional marketplace enjoys translates well to our private clients' portfolios.

Each of our clients has unique investment goals, risk tolerance and tax situation. We meet with you to discuss these factors and how they might change over time. We design your portfolio to match your current income needs and maximize long-term capital appreciation, while minimizing unnecessary risk and tax exposure.

Phocas Financial selects U.S. stocks, REITs, and income securities based on in-depth research and sophisticated analyses of individual companies and the sectors in which they operate. For other asset classes such as international equities, we seek out mutual funds with exceptionally strong, specialist managers whose investment discipline meets our requirements.