Phocas Financial
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
1080 Marina Village Pkwy Ste 520, Alamed...Phone Number
(510) 523-5800Website
www.phocasfinancial.comRevenue
<$5 MillionIndustry
About Phocas Financial
Phocas Financial Corporation, founded in 2005 and based in Alameda, California, is a 100% employee-owned firm specializing in investment strategies such as Small Cap Value, REITs, and Equity Income. The company focuses on generating consistent long-term alpha for investors by investing in inefficient markets and employing a disciplined, research-driven approach. Their services are aimed at clients seeking wealth management solutions that prioritize risk-adjusted returns. The team is committed to delivering investment returns that exceed benchmarks while managing risk effectively.Explore more
Phocas Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
1986
JF
Jonathan FairchildExecutive Vice President & Director, Financial Consulting & Business Development Principal
Phocas Financial Tech Stack
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Phocas Financial Corporation, founded in 2005 and based in Alameda, California, is a 100% employee-owned firm specializing in investment strategies such as Small Cap Value, REITs, and Equity Income. The company focuses on generating consistent long-term alpha for investors by investing in inefficient markets and employing a disciplined, research-dr... Read More
