Sunday, March 14, 2010   
SERVICES:

Managed Accounts

For clients interested in a professionally managed portfolio of international equities, Euro Pacific offers separately managed accounts. A managed account allows for the transparency of a traditional brokerage account, while offering turnkey access to a diversified portfolio of international equities.

What is the Euro Pacific International Value Separately Managed Account?
The Euro Pacific International Value Separately Managed Account is a product offered exclusively at Euro Pacific Capital that is intended to match the investment philosophy of our President, Peter Schiff. The actively managed product provides turn-key access to Peter Schiff’s investment philosophy, attempting to generate income and capital appreciation over a long-term investment horizon by selectively choosing foreign companies with minimal exposure to the US Dollar.

How does a managed account differ from other investment products?
A managed account is an investment account owned directly by an individual investor yet professionally looked after by an investment committee. In contrast to a mutual fund in which an investor holds a share of the overall fund, managed account holders own the underlying securities, allowing for additional personalization and transparency of the portfolio management process.

How does a separately managed account differ from a Euro Pacific brokerage account?
When working with a brokerage account, a client will direct the trades and will usually pay a commission. With a managed account, a portfolio manager is placing the trades and the client pays an annual management fee as opposed to a commission.

Key benefits of a Euro Pacific International Value Separately Managed Account:

  • Turn-key access to Peter Schiff’s international equity investment strategy
  • Oversight from Peter Schiff, Chair of the Investment Committee
  • Access to foreign markets not limited by the small universe of US traded American Depository Receipts (ADR)
  • Complete transparency, with customization to individual investor needs
  • Dedicated portfolio manager, disciplined management and quarterly rebalancing
  • Seeks long-term investment horizon with lower volatility and high returns

Please fill in the form below:

Please note that the minimum investment for a managed account with Euro Pacific Capital is $100,000.

First Name:
Last Name:
Email:
Telephone Number:
Best Time to Call:
Are you a client of
Euro Pacific Capital?		 Yes  No
If yes, who is your
investment consultant?
Approximate value of assets
interested in placing under management:
 
 
Euro Pacific Capital, Inc. is a member of FINRA and SIPC. This document has been prepared for the intended recipient only as an example of strategy consistent with our recommendations; it is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular investing strategy. Dividend yields change as stock prices change. All securities involve varying amounts of risk, and their values will fluctuate, and the fluctuation of foreign currency exchange rates will also impact your investment returns if measured in U.S. Dollars. Past performance is not indicative of future results, investments may increase or decrease in value and you may lose money. A complete list of portfolio holdings and specific securities transactions for the preceding 12 months is available upon request. Every client portfolio may not hold all securities mentioned in this portfolio update. International investing may not be suitable for all investors.


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