Investment Management from an Experienced Team
Seelaus Asset Management, LLC (SAM) is a private, women-owned investment manager providing expertise in active fixed income and equity portfolio management and designing customized investment strategies. By partnering closely with our clients, we strive to offer a best-in-class client experience and meet or exceed our clients' investment objectives. Our client base ranges from retail investors to the largest institutional investors across separately managed accounts and pooled-investment vehicles.
Our History
Seelaus first ventured into the RIA space in 2006, when R. Seelaus & Co., Inc. became dually registered as a broker-dealer and as a NJ-registered RIA. In 2013, Seelaus purchased Granite Springs Asset Management, LLC to formalize its RIA business and become SEC-registered. The asset manager has since grown in part through the acquisitions of Sunnymeath Asset Management, Inc. (2017) and Sterling Wealth Advisors (2019), and changed its name to Seelaus Asset Management, LLC in November 2018.
Investment Philosophy
Twofold approach:
1. We prioritize investment talent that is focused by asset class to ensure deep market knowledge. In a world where markets continue to evolve, volatility becomes more prevalent, and asset class complexity becomes increasingly nuanced, experienced and focused investment expertise is critical.
2. Treating all client relationships as partnerships allows us to ensure we can meet and exceed client investment objectives. Through proactive risk management and a top down macro opinion that informs a bottom-up security selection process, we structure nimble investment portfolios to take advantage of both fundamentally and technically driven opportunities.
Why Invest with us?
Partnership
Our parent company, R. Seelaus, has been partnering with clients toachieve financial success for over 40 years.
Client Centric
As an independent firm, 100% of our focus is on our clients, not on shareholders.
Leveraging Scale
We believe our size is to our advantage and the scale of the R. Seelaus platform gives us access to a broader range of resources typically reserved for much larger asset managers.
Customization
We provide access to both traditional and impact strategies and are uniquely positioned to tailor portfolios to meet client investment objectives.
Our vision defines our north star. We aspire to be a best-in- class asset manager that leads with value in a client driven, partnership model.
Innovation - We will leverage our size to be
innovative in everything we do.
Diverse Perspective - We will ensure a diverse perspective
to drive performance and maintain
a more equitable marketplace.
Impactful - We will ensure that with everything
we do we will strive to be impactful.
Authentic - We will be true to who we are by
identifying ways to add value in an
authentic way.
Private Client Services
From wealth management to retirement and financial planning services, Seelaus is a full-service partner helping clients achieve their most cherished goals. Working with individuals, families and businesses we provide expertise and our high-touch service in the following areas:
* Estate and Wealth Planning
* Education Savings Planning
* Tax Advantaged Strategies
* Insurance Products
* Charitable Giving
* Elder Care
Market Updates
Insightful commentary from the Seelaus Asset Management Team.
Explore the latest updates