About Per Capita
Our Clients
HOW WE WORK WITH YOU
When it comes to client relationships, we invest for the long-term.
After working with generations of investors like you, we get it: successful, long-term investing is rooted in a deep understanding that can only be achieved through genuine, long-term relationships. That’s why we work hard to understand our clients’ investment needs and goals, placing them at the center of the decisions we make and the actions we take.
WHO WE WORK WITH
Consultants
Your clients want the expertise, and confidence, to reach their goals. We offer the tailored solutions, and decades of experience, they seek.
Corporations
Solving the complex objectives that come with managing large pools of assets requires the insight and breadth of solutions we can deliver to sophisticated investors like you.
Family Offices
Achieving your goals requires careful oversight; we're proud to offer endtoend management for your administrative, investment and reporting needs.
Financial Advisors
Our thoughtfully designed products offer your clients outcomeoriented solutions and an intentional approach to risk helping them move confidently into the future.
Financial Institutions
Our thoughtfully designed products offer your clients outcomeoriented solutions and an intentional approach to risk helping them move confidently into the future.
Financial Institutions
Our fiduciary mindset, deep appreciation for risk and broad range of solutions enables you to help your clients and constituents meet their goals.
Individuals & Families
Face the future with confidence without sacrificing growth. Our distinct approach to managing risk can help you achieve what matters most to you.
Insurance Companies
Regulatory change, transparency demands and evolving market environments can present challenges. We understand and have the investment solutions to help you navigate it all.
Nonprofits
You’re committed to your mission and funding for the future. We can provide the solutions to support your strategic goals and investment needs.
Pension Funds
Partnering with us can help you navigate volatile markets and changing regulatory requirements to manage risk and optimize portfolio efficiency.
Sovereign Entities
Meeting complex investment objectives, governance and transparency requirements can be difficult. We have the experience and solutions to help.
MEET OUR CLIENTS
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Inquire About Our Services
Connect with our sales teams to explore ways to partner with us.