Who We Are
Since 2005, we have delivered tax-advantaged solutions to high-net-worth, tax-sensitive investors. We have always believed, however, that our funds should be accessible to any eligible investor interested in paying less tax. We now offer our tax-advantaged funds starting at $2,500.
Our History
Great value, low costs and strong stewardship have been the hallmark of Terra's funds since 2005.
2005
$5.3 million raised
in the 1st year!2009
1-year hold
FTLPs
launched2010
No-load units
introduced2013
Cypress Capital
appointed
manager2022
Terra launches
23rd Flow-Through
Limited Partnership
The Team
Terra Senior Team
JOHN JACOBI
B.Comm, MBA
FOUNDER &
PRESIDENT
TRACEY PIERSON
-
DIRECTOR,
MARKETING & OPERATIONS
CAROLYN SHIER
BSc
DIRECTOR, DEALER &
CLIENT RELATIONS
DON HUNTER
FCPA, FCA, ICD.D
CHAIR
TERRA ADVISOR BOARD
Portfolio Manager
Cypress Capital Management manages all investments for TerraFunds.
GREG BAY
B.Comm, CFA
SENIOR PORTFOLIO MANAGER
BRAD BAY
B.Comm, CFA
PORTFOLIO MANAGER