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Wealth Management Programs & Offerings

Our offerings are designed to meet our clients’ long-term investment goals, with a specialization in global investing. Our programs are fee based only, which means our fees only go up as your account value grows, and in this way our interests are aligned with our clients.

In addition to the mutual funds, we also offer separately managed accounts and can serve as a sub-advisor to separately managed accounts as well.

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Our Principles

Truth

Seeking truth to better inform our decisions and better serve our clients.

Integrity

Honesty & diligence are the foundation on which we build our relationships.

Focus

Listening with intent to understand our clients' needs to achieve their goals.

Excellence

Critical & objective evaluation of our positions to reach beyond the standard.

Invest with Expertise and Innovation

Learn More About Wealth Management Programs

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Euro Pacific Asset Management

Lots 81-82, Street C, Suite 204
Dorado, Puerto Rico 00646

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Investment Risk

Please read about the Risks of investing in the Funds. You should carefully consider the Fund’s investment objectives, risk, charges and expenses before investing. Investing involves risk, including potential for loss of principal. The risks of investing in emerging market and foreign securities may be higher than the risks associated with investing other securities. Diversification cannot assure a profit or protect against loss in a down market. Dividends are not guaranteed and may fluctuate. Fund holdings are subject to change and risk. Past performance cannot predict future results.

To obtain a prospectus or summary prospectus that contains this and other information about the Funds, please Click Here or call 1-866-878-2881. Please read the prospectus carefully before investing. Euro Pacific Asset Management Funds are distributed by IMST Distributors LLC.

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