“Independence, Security, and Convenience – the best of all options”

Through our strategic partnerships we provide our clients with not only the benefits of independent investment management but also the safety and security of a large international institution.

Our client assets are held at trusted financial institutions, including TD Waterhouse Institutional Services, TD Ameritrade, and Penson Financial Services.  These partners provide our clients with secure custody of client assets while we deal with the day-to-day administration and management of our clients’ wealth.


Security through dual reporting:  Our clients rest assured that their assets are safe by receiving periodic financial statements from both Pacifica Partners and the custodians of their assets.  This dual reporting from two unique and trusted organizations ensures that the information clients receive is verifiable.


Independence doesn’t mean lack of convenience:   Through our partnerships we provide clients the ease of transacting on their accounts through convenient online banking and through TD Bank’s comprehensive branch network.  Clients can also elect to have secure online access to their portfolios, proving that independence, security, and convenience are all within reach.

Please contact us or visit our Frequently Asked Questions page to learn more.  

To view our market commentary please visit our Pacifica Perspectives blog.