| 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 for each trade. With a managed account, a portfolio manager is placing the trades and the client pays an annual management fee as opposed to a commission for each trade.
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 (ADRs)
- 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 note that the minimum investment for a managed account with Euro Pacific Capital is $250,000.
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Investing in foreign securities involves risks, such as currency fluctuation, political risk, economic changes, and market risks. Precious metals are volatile, speculative, and high-risk investments. As with all investments, an investor should carefully consider his investment objectives and risk tolerance as well as any fees and/or expenses associated with such an investment before investing. International investing may not be suitable for all investors.
Dividend yields change as stock prices change, and companies may change or cancel dividend payments in the future. The fluctuation of foreign currency exchange rates will impact your investment returns if measured in U.S. dollars. Past performance does not guarantee future returns, investments may increase or decrease in value and you may lose money.
Security industry regulators would like you to know that our investment strategies are based partially on Peter Schiff’s personal economic forecasts which may not occur. His views are outside of the mainstream of current economic thought. Investors should carefully consider these facts before implementing our strategy.