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Our Mission
How We Are DifferentWe hold firmly that the fear and greed of Wall Street often presents opportunities for astute investors. We often go against the grain to seek out areas that have been overlooked or trampled in a herd-like rush for the exits. This attention to valuation (the price you pay) presents a low risk profile, but it can also seem a bit quizzical to those reading contemporary media scare or frenzied optimism stories. In short, we rarely play the Wall Street game. We pay careful attention to technical factors that tell us that a decision was likely wrong or that a strategy has likely run its course. We are not dogmatic. If a strategy is not working, we will adapt to fit the "style of the day", particularly if the dominant themes are very clear and well defined, as they were in the late 90's. Our opportunism enables us to find and exploit market inefficiencies brought about by investor psychology. HistoryJames C. Pursley began the company in 1985 in Los Angeles, California. After moving to Oregon in 1991, he incorporated as Sans Frontieres, Inc. in honor of Medicins Sans Frontieres (Doctors Without Borders). From the beginning, Mr. Pursley served a wide variety of individuals, families and organizations. In 2000, the name was changed to more accurately reflect the company’s focus. The new name, Gaia Capital Management, Inc., suggests that the company supports integrity, trustworthiness and respect for all who inhabit the earth. James C. Pursley received Bachelors and Masters degrees from San Francisco State University and University of California, Berkeley respectively and has conducted advanced graduate studies. He held the Certified Financial Planner designation from 1985-1996 and holds insurance licenses in Oregon and California. As President and Chief Investment Officer, he is responsible for developing and implementing investment strategies for clients. OperationsOur address on the world wide web is www.gaiacapital.com, with executive offices in Forest Grove, Oregon. Gaia Capital Management, Inc. is licensed as a Registered Investment Advisor, licensed in the states of Oregon and California. James C. Pursley is our Investment Advisor Representative. Our sole source of income is attained from client fees. We do not receive commission on any of the investment products we choose for our clients. We act on a Limited Power of Attorney in client accounts established at competitive financial institutions. We have no required account keeper. No client money is commingled in any way with any other client money or with our own. We serve clients nationwide*. Our toll free lines and electronic capability shrinks the miles and affords a personal, interactive relationship. We offer the sophistication of an experienced money management firm with the friendliness and approachability of a personal advisor. We specialize in any type of financial instrument that supports the responsibility we have to our clients - to grow their assets under management in a way consistent with their expectations. We add value by allocating assets in support of long-term, or secular, trends that affect large areas of investments. Please review our Money Management section for more information on our investment style. All accounts are reviewed by our Chief Investment Officer at least weekly, or when an event affects the investments held in them. Through occasional investment updates, quarterly commentary on invoices, notices posted on this site and in the quarterly performance reports we send clients, we communicate our views on relevant contemporary issues that affect accounts. Please review our Form ADV Part II for regulatory and additional information about our operations. You may also be interested in our Privacy Policy. * Please refer to our Terms & Conditions in regards to transacting business in a particular state. |