- Seaport Wealth
ManagementSeaport 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 AccountSeparately 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
PartnersSeaport 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.