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Discover the Power of Global Investing with Euro Pacific Asset Management
If you are looking for funds that can benefit your clients and your business, you should consider Euro Pacific Asset Management. We are a boutique investment firm that specializes in global investing, with a focus on foreign markets, including popular markets, but also others with attractive valuations often overlooked by other fund managers. We have a talented management team, with a high level of experience and a long tenure at the firm. Our managers work well together and share a common investment philosophy.
Diversify and Thrive with Our Exceptional Funds
Our funds are distinct, providing their own set of advantages over mainstream offerings, giving you potentially better diversification and risk adjusted returns. We invest in high quality companies that have strong balance sheets, sustainable cash flows, and competitive advantages. We also have low turnover and are tax efficient, which means you or your clients can keep more of your returns. Please explore each of our funds, to see how we approach each fund strategy from a unique perspective.
Unleash the Power of Global Investing for Future Success
We believe that investing globally is not only smart, but also necessary in today’s world. After decades of ultra-loose monetary policy, the US market is overvalued and faces challenges in the future. By investing globally, you can capture the growth potential and the value opportunities that are often overlooked by other investors. You can also benefit from the diversification of currencies, hedging your clients’ assets against a potential decline in any one currency over time.
Amplify Your Marketing and Client Engagement
Not only do we offer superior investment products, but we are a boutique asset manager that is accessible to our advisor clients. Our portfolio managers can provide you in depth information and knowledge about each of our products, their holdings and current allocation strategy.
For top advisor clients, we can provide access to our chief global strategist, Peter Schiff, who is a renowned expert and commentator on the global markets. Peter has a large following and can provide valuable market insights that you and your clients can use to make informed decisions. He can also help you with client communications, leads or conversion of prospects, as he frequently hosts webinars, podcasts, and events that attract potential investors.
Contact us today and gain access to our first-rate lead generation tools that can help you attract more qualified leads and convert them into loyal clients.
Custom Investment Solutions for Advisors and Clients
Euro Pacific Asset Management is a boutique firm that specializes in providing investment solutions for advisors and their clients. Unlike many large and impersonal financial institutions, we can partner with our advisor-clients to help them achieve their goals and grow their business with us.
Unparalleled Insights from our Chief Global Strategist
One of the advantages of working with us directly is the access to our chief global strategist, Peter Schiff, who is a renowned expert and commentator on the global markets. Peter has a large following and can provide valuable market insights that your clients can use to make informed decisions. He can also help you with client communications or leads, as he frequently hosts webinars, podcasts, and events that attract potential investors.
Our Funds
We invite you to learn more about our funds and our services by exploring this web page. We look forward to working with you and helping you achieve your goals.
EuroPac International Value Fund
EPVIX (I Share) | EPIVX (A Share)
Our fund is distinct from other value funds in that we focus on a much larger investment universe than the typical value fund, which is simply focused on the main markets in its benchmark. By focusing on a much larger opportunity set, including smaller countries with less focus from larger investors, we are able to extract value in places where others cannot.
EuroPac International Dividend Income Fund
EPDIX (I Share) | EPDPX (A Share)
If you are looking to diversify your foreign currency exposure into a portfolio of high quality firms, with low volatility and an ability to pay their dividends and growth them over time, the EuroPac Dividend Fund is a good investment vehicle to look more closely at.
EuroPac International Bond Fund
EPBIX (I Share) | EPIBX (A Share)
Unlike many other international bond funds, the Europac International Bond Fund does not hedge its currency exposure back to the US Dollar. This means that you can benefit from the diversification and appreciation of non-USD currencies, especially in times of US Dollar weakness.
EuroPac Gold Fund
EPGIX (I Share) | EPGFX (A Share)
We believe that over a long period of time, and through many cycles, this approach will result in superior risk adjusted returns in the precious metals space. If you are looking to invest in precious metals producers, but are concerned about companies in the industry growing value over time, then take a closer look at the EuroPac Gold Fund.
EP Emerging Markets Fund
EPEIX (I Share) | EPASX (A Share)
EP Emerging Markets Fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in equity securities of companies that are tied economically to emerging market countries.
Let's Partner for Success
We are actively looking to partner with or acquire other advisory practices, or to help talented advisors take their practice more independent. When advisors merge with or join our team, they benefit not only the simplicity of a fee only practice, but also from top-notch operational and compliance capabilities and a “flatter” organization allowing for more flexibility in managing your client’s assets. Further, our advisors benefit from our in-house asset management team, saving them and their clients’ money.
- Unmatched Operational Support
- Expert Guidance from Peter Schiff
- Collaborative Growth Opportunities
- Customized Investment Strategies
- A Smooth Transition Process
Tax Incentives Present in Puerto Rico
Virtually eliminate all income taxes.
We can offer you a smooth and hassle-free transition process, as most deals we do with advisors require little paperwork, if any, with the existing client base. Importantly, you will also enjoy a unique tax status in Puerto Rico under the Act 20 law, which provides significant incentives for businesses that relocate to the island. This can help you reduce your tax burden and increase your profitability.