Phocas Financial provides investment advisory services to institutions, individuals, and other advisors. Phocas manages portfolios using U.S. Small Cap Value equities, Real Estate Investment Trusts (REITs), and Equity Income strategies. Portfolios are tailored to meet client investment policies, with the goal of delivering attractive long-term returns with low trading turnover and moderate risk. Phocas may consider managing other strategies at a client's request.
Assets Under Management$790M
Clients40
Advisors3
Avg. per Client$20M
Avg. per Advisor$260M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable and may vary according to arrangements with clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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