Euro Pacific Asset Management
Euro Pacific Asset Management, LLC is an independent investment advisor focused on providing high-quality, sustainable investment strategies to clients globally. We take a fresh approach to understanding the economy and investing internationally that is not overly influenced by traditional economic views. Chief Economist & Global Strategist , Peter Schiff, has been consistent in communicating this investment approach on television, radio, and in his many bestselling books, and is credited with being one of the few economists to have predicted the housing collapse and subsequent global financial crisis.
Our views on the world economy and investing are anchored by the belief that true wealth is created through savings, capital investment, and productivity growth; not debt fueled consumption. Increasingly, investors are realizing that their exposure in various countries and currencies, if applied regardless of fundamentals, can be a very risky approach to asset allocation and investing. Understanding these fundamentals and their appropriate application is where Euro Pacific Asset Management excels.
We put our clients’ best interests first: As an SEC registered, fee-only-advisor, our interests are aligned with our clients – we only do better when they do better, and our company culture is aligned with our clients’ best interests as well. Not just a dedication to our client’s best interests but also an emphasis from the top down on honesty, integrity, and excellence in all we do.
Communication and transparency are key: We understand that entrusting us to manage your hard-earned money is a big step. Your representative will communicate clearly with you along the way, providing you a detailed plan and explaining the answers to any questions you may have. We also understand the need for transparency so that you can see how we are managing your money. With our Separately Managed and Wrap Accounts, you will have real-time login access to be able to see your investments and transaction history.
A portfolio recommendation to fit your specific needs: We offer a wide range of investment strategies to be able to provide you a recommendation that is appropriate for your needs, custom fit to your goals and outlook. While we specialize in international investments, we have a wide range of strategies focused globally, to be able to provide an appropriate strategy for each client.
Our in-house asset management team provides a distinct benefit to our clients: Unlike other fee-based advisors that may hire outside managers to invest their clients’ assets, we provide asset management services in-house with our experienced portfolio management team. Therefore, our clients don’t pay two layers of fees – one to their advisor and the other to the outside manager.
Our management team is highly experienced: Our investment team of 7 has over 143 years of experience combined, and the shortest tenure portfolio manager is 12 years with the firm. This high level of experience and long manager tenure means our team is well formed and able to use each members strengths for the benefit of our clients and performance.
Generalist approach to value investing uncovers superior investment ideas and allows us to manage risk: Many firms like to brag about the extensive size of their analyst teams, each focused on a specific industry or sector. This stove-piped approach lends itself to highly focused “story stock” recommendations, influenced by the company’s pitch, with blinders for other outside factors that adversely impact an investment ideas performance. Our team is composed of highly experienced managers with a deep understanding of multiple economies, sectors, and individual companies. This puts us in a unique position to understand outside factors that could positively or negatively impact a particular security allowing for a better assessment, diligence and margin of safety.
It’s in our company DNA to take a fresh perspective on portfolio construction and investing: Our company’s investment committee chair, Peter Schiff, has long taken a fresh approach to analyzing the economy and investing and is well recognized for his contributions to global investing. At the firm, this culture of taking an honest assessment of the economy and its likely path allows us to focus on only what is important and true, and to employ that to our clients’ benefit.
Truth and Excellence: Leadership ensures that we maintain a “flat” environment at Euro Pacific, meaning that all managers are on an equal level without an established hierarchy. This allows us to have a workplace culture that values truth and excellence above all else, meaning that the best ideas always win out due to open communication, feedback and introspection.
Chief Economist & Global Strategist
B.S. University of California at Berkeley
Peter began his investment career as a financial consultant with Shearson Lehman Brothers in 1987. A financial professional for over twenty years, he joined Euro Pacific Capital, Inc. (EPC) in 1996 and has served as its President since January 2000. Peter Schiff is a widely recognized economic and financial analyst and has appeared frequently on Fox News, Fox Business, CNBC, CNN, and other financial and political news outlets. He achieved national notoriety in 2008 as being one of the few economists to have accurately forecast the financial crisis well in advance. Between 2004 and 2006 he had made numerous high-profile statements predicting the bursting of the real estate bubble, significant declines in national real estate prices, the collapse of the mortgage market and the banking sector, the bankruptcy and bailout of Fannie Mae and Freddie Mac. Peter has authored several best-selling books including Crash Proof, Crash Proof 2.0, How and Economy Grows and Why it Crashes, The Little Book of Bull Moves in Bear Markets, and The Real Crash.
Managing Memeber, International Equity & Fixed Income Strategies
B.S. United States Air Force Academy, M.B.A. California State University at Long Beach
Jim has served as Managing Member of Euro Pacific Asset Management since the firm was founded in 2009. Prior to Euro Pacific Asset Management, Jim created Euro Pacific Capital’s Registered Investment Advisory (RIA) division. Prior to joining EPC, Jim was a research analyst at Roth Capital Partners, where he gained extensive experience in analyzing the market opportunities of both domestic and foreign companies. Prior to Roth, Jim served as a Commissioned Officer in the United States Air Force, where he gained extensive experience as a Financial Controller, having directed finance and accounting activities for a number of acquisition programs, as well as Air Force installations.
Portfolio Manager, International Equity Strategies
B.A. University of California at Davis, M.B.A. / M.A. American University
Patrick joined Euro Pacific Asset Management as a Senior Research Analyst in 2010 and was named Portfolio Manager in 2012. From 2004 through 2009, Patrick was employed by Lehman Brothers and Barclays Capital where he was Vice President in the equity research department, covering the U.S. telecommunications sector.
Portfolio Manager, International Equity Strategies
B.S. United States Air Force Academy, M.S. University of Dallas
Luke joined Euro Pacific Asset Management in 2010 as a Senior Associate. Prior to Euro Pacific, Luke was an analyst for a private equity and commercial real estate firm, where he gained extensive underwriting and financial modeling experience. Luke began his career as a Commissioned Officer in the United States Air Force, where he acted as a financial Controller.
Portfolio Manager, International Fixed Income Strategies
B.A. University of Texas at Austin
Steve joined Euro Pacific Asset Management in 2010, focusing his efforts on the International Bond Fund, as well as equity analysis. Prior to Euro Pacific, Steve was a trader at Westwood Management where he developed an extensive knowledge of global credit and money markets. Prior to Westwood, Steve worked at APS Capital in a trading capacity.
Portfolio Manager, Gold Strategies
B.A. The London School of Economics
Mr. Day is a recognized authority in both global and resource investing. He is frequently interviewed by the press, domestically and abroad. He is a popular speaker and frequently invited to lecture at financial conferences and seminars around the world.
B.S. University of Puerto Rico at Mayaguez, M.S. University of Navarra, M.S. University of Amsterdam
Prior to joining Euro Pacific Asset Management as an Associate in 2019, Rafael was an Investment Analyst for the Liberty Group, a hotel and real estate investment company. Rafael also worked as an Economic Analyst for Puerto Rico’s largest media company GFR Media. Rafael holds two Masters’ Degrees in Economics and Finance, with a specialization in Monetary Policy and Banking.
B.A. Stockton University
Chris joined Euro Pacific Asset Management as an investment advisor in 2020. Prior to Euro Pacific he has worked in financial planning and wealth management since 2000 for TIAA-CREF, UBS and Merrill Lynch. He holds the Certified Financial Planner™ designation, Series 7 and 66 securities licenses.
BCom. Macquarie University, DFP. Kaplan
Mark Ishkanian is originally from Australia and has been in the Financial Services Industry since 2014.
He has a wide range of experience in managing portfolios and specialized in assisting his clients acquire physical bullion, precious metals equities, securities, bonds, and alternative assets before joining Euro Pacific Asset Management.
Mark holds a series 65 license.
B.S. Colorado State University
Brandon is originally from Arizona and has been in the Financial Services Industry since 2019.
He became interested in finance, from his first stock trade at the age of 15 and strives to make sure financial advice isn’t complicated. He has previous experience in helping his clients acquire physical bullion, precious metal equities, foreign & domestic securities, real estate investment trusts, and bonds with his previous position as an Investment Advisor at Cetera Investors.
Brandon holds a Series 6,7, 63, and 65 licenses.
Chief Compliance Officer
Quain Compliance Consulting, LLC
Michael Quain is a seasoned Chief Compliance Officer with a proven track record of building and maintaining effective compliance programs under both the Investment Advisers Act and the Investment Company Act. As the firm’s Chief Compliance Officer, he works closely with all areas of the company to ensure the firm maintains the highest standards of compliance and ethics. Michael has been principal of Quain Compliance Consulting since 2014. Prior to Quain Compliance Consulting, Michael was employed with Artio Global Management (formerly Julius Baer) from 1985 to 2013 (serving as First Vice President & Chief Compliance Officer of Mutual Funds from 2004 -2013) and at Goldman Sachs prior to that.
Michelle Rodriguez joined Euro Pacific Asset Management in 2020 as the Operations and Compliance Manager. With over 20 years of experience in firm operations and client service, Michelle manages day-to-day firm operational duties that support our commitment to clients and management. In addition, she assists in ensuring the Firm’s policies and procedures comply with regulatory and ethical standards.
Customer Service Associate
Ambar has 15 years of experience in the industry helping clients, advisors and management. Prior to starting her career in the financial industry, she was in the US Army Reserve. She joined Euro Pacific Asset Management in 2020. Prior to joining Euro Pacific Asset Management, Ambar worked as a New Account Supervising Principal for Pershing Advisor Solutions- BNY Mellon, and as a Management Trainee and General Securities Representative for Foresters Financial Services in NJ, USA. She holds the Series 7, Series 63 and 24 securities licenses.
UMB Fund Services, Inc.
HND Compliance and Regulatory Services
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