Wealth Management Program
The Euro Pacific Capital Wealth Management Program provides turn-key access to Peter Schiff’s investment philosophy and is offered exclusively to Euro Pacific Capital clients. Each of the many wealth management strategies that are offered in the program are designed to help our clients diversify their portfolio away from the US Dollar through targeted equity, fixed income and natural resource investments in overseas and domestic markets.
Clients can access these services through Wrap Accounts, with a minimum investment of $50,000, and Separately Managed Accounts, with minimums of $250,000. Both structures seek the investment goals described above but are constructed with different building blocks.
Wealth management accounts differ significantly from traditional brokerage accounts. In a brokerage structure clients direct trades and usually pay a commission for each transaction. Within managed accounts, trades are directed and placed by the portfolio manager, and instead of commissions, clients pay an annual management fee.