About Pellicer Financial
Pellicer Financial is an independent investment management firm dedicated to helping clients grow and protect their capital through carefully researched, actively managed funds. We combine rigorous fundamental analysis with disciplined risk management across equity, fixed income, and multi-asset strategies.
Our Mission
We exist to deliver durable, risk-adjusted returns for our clients by staying disciplined through market cycles, communicating openly, and putting client outcomes ahead of short-term asset gathering.
What We Value
Discipline
We follow a consistent, research-driven process rather than chasing short-term trends.
Transparency
Clients understand what they own, why they own it, and how it's performing at all times.
Alignment
Our incentives are structured to grow alongside our clients' long-term outcomes.
Our History
2011
Pellicer Financial founded with a single fixed income strategy.
2015
Launched our flagship global equity fund.
2019
Expanded into multi-asset and alternative strategies.
2024
Surpassed $2.9B in combined assets under management.
Regulatory Notice
This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. Investing involves risk, including the possible loss of principal. Please consult a qualified financial advisor before making investment decisions.