Seaport Wealth Management

We recognize the critical importance of investment performance, while protecting and growing the purchasing power of our clients' portfolios through economic and market cycles. Our analysis of general market conditions will determine whether we are in an offensive wealth accumulation or defensive wealth preservation mode.

Separately Managed Account

The Separately Managed Account (SMA) structure is transparent and flexible, enabling our clients to access and review accounts at their own discretion. At Seaport we set up an individual account for our client at Charles Schwab and the client grants Seaport trading authority over that account. In an SMA, the client's Schwab account holds the actual securities purchased according to the Seaport strategy and the client can access and review his/ her account directly through the Schwab internet portal. We have highly personalized service, and our goal is for our clients to have the peace of mind that their assets are being managed in a thoughtful and consistent manner.

Seaport Investment Partners

We seek absolute returns through strategic investment in private equity, private debt, and a portfolio of hedge funds/outside managers. Alternative investments, whether through hedge funds or private partnerships, can be an integral part of a client portfolio. We pay special attention to the correlation between asset classes and strategies, recognizing that a multi-strategy portfolio with low correlation between asset classes will usually lower overall portfolio volatility and increase expected returns. A long term, diversified program of investments across real estate, hedge fund strategies and private equity can add significant investment benefits to an investment portfolio.

Research

Seaport’s internal research utilizes a combination of detailed technical analysis with rigorous fundamental research. We seek to maximize gains and mitigate risk while providing consistent performance over the long term that consistently produces real returns (protecting the purchasing power of our clients dollar) on a yearly basis. Quantitative analysis and independent research are used as we embrace a philosophy and process that will produce superior results across what we anticipate will be a long-term holding period for our clients. The cornerstone of our research process at Seaport is comprehensive fundamental analysis that integrates an evaluation of the corporate issuer’s business model and management’s track record with an analysis of its cash flow, its balance sheet, and the structure of the security in which we plan to invest. The same fundamental analysis also applies to non-corporate securities, which may include mortgage and asset backed debt securities, sovereign debt, and commodities.

Our research generally includes in-depth analysis of financial statements and other publicly available information of a corporate issuer, supplemented by interviews with its management and with management of companies that supply goods or services to, compete with, or are customers of that company. To develop a fuller understanding of industry trends and outlook, we may also utilize industry experts and consultants, as well as its long-standing relationships with the broker-dealer community, investment banks, private investment funds, and other market participants.

Our goal is to control three key risks — drawdown, volatility and correlation to various asset classes—and deliver strong, consistent results over a full market cycle.