Asset Management

Investment Management from an Experienced Team

Seelaus Asset Management is an SEC-registered investment advisor (RIA) specializing in fixed income and equity portfolio management and investment strategies. As a certified women’s business enterprise (WBE), we are a great partner for clients who seek diversity, a high level of expertise and a commitment to exceptional customer service. Every member of our investment team has more than two decades of experience.

Scale, Strength and Resources

Seelaus has built the asset management business in part through the acquisitions of Granite Springs Asset Management, LLC and Sunnymeath Asset Management, Inc., both of which are now wholly owned by Seelaus. Seelaus Asset Management benefits from the affiliation with Seelaus’ broker-dealer business, which brings additional scale, strength and resources.

An Investment Solution for Every Goal

Our investing philosophy is straightforward. We believe that asset allocation is the most important investment decision and that disciplined risk management leads to superior returns over time.

Seelaus serves high-net-worth individuals, financial advisors, family offices, pension plans, foundations and other institutional investors. We offer a full range of investment services, from tailored portfolio construction to our automated, low-cost ETF platform. Significantly, as your assets grow and planning becomes more complex, Seelaus can meet your changing needs.

In addition to the ETF platform, we manage money across several strategies including Tactical Equity, High Yield Corporate Bonds, Intermediate Municipal Bonds and Sunnymeath Value Equity.

Our approach provides crucial flexibility in today’s global markets. Seelaus Asset Management has approximately $350 million in assets.

Private Client Services

From wealth management to retirement and financial planning services, Seelaus is a full-service partner helping clients reach their most cherished goals. We work with individuals, families and businesses on everything from charitable giving and elder care, to tax strategies and navigating the financial challenges of marriage, parenthood and other milestones.

CONTACT US

We welcome your interest and questions. How can we help you meet your goals?

(800) 922-0584