Phocas Financial Corp

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Financial Services, Banks, Bookkeeping

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Today: 8:30 am - 5:30 pm

Tomorrow: 8:30 am - 5:30 pm

(510) 523-5800Call Visit WebsiteVisit Website Map & DirectionsDirections980 Atlantic Ave Ste 106Alameda, CA 94501 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Tue:	8:30 am - 5:30 pm
Wed:	8:30 am - 5:00 pm
Thu - Fri:	8:30 am - 5:30 pm

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Berkeley (10 miles)
San Leandro (12 miles)
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San Francisco (13 miles)
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More Info

General Info: Phocas Financial Corporation was founded in 2005 and is based in Alameda, California. The partners include William Schaff, James Murray, Steve Block, and Kevin Granger. William, James and Steve are investment professionals who successfully managed assets for institutional and private clients at Bay Isle Financial LLC, a San Francisco based investment advisory firm. Kevin recently joined the team after working in the institutional "manager of managers" arena. Phocas Financial principals have over 80 years of combined investment experience. They are well known and highly regarded in the investment community for their investing acumen, insight, and experience.
Neighborhoods: Marina Village, West End
Other Link: https://phocasfinancial.com
Categories: Financial Services, Banks, Bookkeeping, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (510) 523-5800

Address: 980 Atlantic Ave Ste 106, Alameda, CA 94501

Website: https://phocasfinancial.com

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Phocas Financial Corp

Tax Planning

Investment Management
Data presented reflects past performance, which is no guarantee of future results. Net performance shown reflects the deduction of annual investment management fees of 1.00% of assets under management. Performance returns may reflect the effect of material economic and market factors not anticipated by Phocas. Clients’ returns will be reduced by advisory fees and other expenses incurred in the management of the client’s account.
Mutual Funds
Our portfolios are invested in stocks, bonds, mutual funds, and alternative investments across all asset classes in the right mix for you. Because no client is the same, all clients have portfolios that uniquely represent their own needs. Furthermore, because we are a registered investment advisor, we look out for only your best interests. We are 100% fee only and do not accept commissions for investing you in others’ products.
Bonds
Wealth Management
Phocas Wealth Management believes that reaching your goals requires patient, long-term investing with diversification and discipline. The roadmap to helping you reach your financial goals involves a custom tailored-made portfolio that meets your financial needs and tolerance for risk. Wealth management is a process that involves constant, proactive monitoring and adapting as your goals evolve.

Cash Flow Analysis
Our financial advice goes beyond investing your portfolio of assets and includes retirement planning, education planning, cash flow analysis, and working with your tax and estate planning professionals to help you achieve your goals.

Financial Planning
Retirement Planning
Phocas manages separate accounts and mutual funds for institutional investors, investment advisors, and individual investors. Phocas’ client roster also includes several managers of managers working on behalf of large investors including significant U.S. public pension plans. Phocas currently manages three strategies: U.S. Small Cap Value equities; U.S. Equity Real Estate Investment Trusts; and U.S. Equity Income which invests in equities, fixed income instruments and preferred securities.
Asset Management
College Funding

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