Elegant, informed, globe-altering investing.
More than stock-pickers, we are financial stewards.
Pacific Spirit Investments cultivates legacies and cycles of empowerment through investing.
We are client-collaborative, minority-managed, employee-held, and the money steward of choice for sophisticated investors of all economic positions. Collaboration is at the core of our approach, and we work closely with clients and communities to achieve dynamic impact.
Investments that inspire and ignite change.
Fundamental equity investing is an investment approach that focuses on analyzing a company by assessing its financial health, industry position, management team, and growth potential.
Macro investing involves analyzing and capitalizing on broad economic trends, government policies, and global events to make investment decisions across various asset classes, such as stocks, bonds, currencies, and commodities.
Fixed income investing refers to a strategy in which investors seek to generate returns by purchasing debt securities, such as bonds, that pay a fixed interest rate over a specified period of time.
Brilliant in every way.
Our portfolios are meticulously designed for the present, drawing wisdom from the past, and poised for stability in a future that is unknown. Constructing a winning portfolio calls for expertise, and at PSI we have combined centuries of intuitive experience behind us.
Simplicity is the ultimate sophistication.
