Phocas Financial provides its clients with professional, day-to-day management of Small Cap Value investment portfolios.
We establish a separate account (or accounts) for each of our clients. Since all Phocas Small Cap Value Equities portfolios are constructed using same strategy and methodology, the portfolios of individual clients will tend to be similar. There will be portfolio differences among our clients from time to time, due to the timing of funds flowing in or out of their investment account and other timing factors.
Each client grants to Phocas the limited authority to place stock trades on his or her behalf. Phocas has no other access to clients' funds or investments.
Reports are sent to clients on a quarterly basis, containing results for the recent quarter and our outlook for the future.
To learn more about how we communicate with our clients and manage their accounts, please contact us.
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