Phocas Financial Corporation is a registered investment advisor founded in 2005 and located in Alameda, California. The firm manages investment portfolios for private wealth clients, institutions, government entities, and other advisors. Phocas specializes in three main investment strategies: U.S. Small Cap Value equities, Real Estate Investment Trusts, and Equity Income. Portfolios are tailored to meet client investment policies, focusing on long-term returns with moderate risk and low trading turnover. The firm generally requires a minimum investment of $1,000,000 for individual private wealth clients and $10,000,000 for institutional clients, though these minimums may be negotiable under certain circumstances.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally calculated as 1% of assets per annum and are negotiable based on account size and other circumstances.