Investment Management from an Experienced Team
Seelaus Asset Management, LLC is a SEC-registered, fee-based investment adviser specializing in fixed income, equity portfolio management and investment strategies. As a nationally certified women’s business enterprise (WBE/WBENC), we are a strong partner for clients who seek diversity, a high level of expertise and a commitment to excellence in customer service.
An Investment Solution for Every Goal
Our Philosophy
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.
The experienced portfolio management team is committed to high-touch service for every client and offers unparalleled market knowledge. Meeting the investment objectives of our clients requires a nimble approach, expertise in each asset class and ability to extract relative value. Managing the downside in any portfolio is equally important to realizing the upside. Our approach provides crucial flexibility in today’s global markets. Seelaus Asset Management benefits from the affiliation with Seelaus’ holding company, which brings additional scale, strength and resources.
Seelaus serves corporations, high-net-worth individuals, financial advisors, family offices, pension plans, foundations and other institutional investors. We offer a full range of investment services, and tailored portfolio construction. Significantly, as your assets grow and planning becomes more complex, Seelaus can meet your changing needs.
We manage portfolios and strategies across asset classes.
* Fixed Income
* Mortgage Backed Securities
* Equities
Pension Funds, Endowments and Foundations
Strategy and Portfolio Construction
The cornerstone of any partnership starts with the Seelaus team understanding an organization’s mission, values, resources and financial objectives, as well as the community it serves. The team identifies ways to further these objectives, developing a tailored investment approach to meet the organization’s goals and partnering where possible, on community based initiatives.
Developing the investment strategy is a multi-step process. The Seelaus team establishes a strong understanding of the organization’s financial needs from both a long and short term perspective. With these financial needs in mind, an investment strategy is formulated and discussed to address topics including risk tolerance, asset allocation, liquidity parameters, duration and market considerations. Creating an investment policy statement enables future members of the organization to understand the investment strategy and continue productive dialogue with the Seelaus team, an important source of continuity within Board and Investment Committee term cycles.
The portfolio construction process is rigorous with top-down and bottom-up fundamental market analysis determining overall portfolio positioning. The investment team identifies opportunities to generate Alpha, using self-generated ideas and research as well as longstanding sell-side relationships. We view asset allocation as the key to performance and realize the necessity for critical reassessment of investments and high-touch portfolio management.
Impact Investing
Impact investing exemplifies the idea that investors can “do well while doing good” within their investment portfolios. The impact investing market offers diverse and viable opportunities for investors to advance social and environmental solutions through investments that also produce financial returns. For foundations, this presents an exciting connection to link core social and/or environmental mission goals while maintaining or growing their overall endowment.
As a sector, impact investing has experienced strong growth driven by investor demand and an increasingly diverse availability of investment products. The Global Impact Investors Network (GIIN) estimates in their latest annual survey that there is now approximately $228bn in impact investing assets, roughly double from the prior year. Considering the addition of impact investing to an investment strategy merits thoughtful analysis and discussion.
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
Our History
Seelaus Asset Management, LLC is a subsidiary of R. Seelaus & Co., Inc., a holding company that was originally founded in 1984 as a broker-dealer in Summit, NJ. 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 grown in part through the acquisitions of Sunnymeath Asset Management, Inc. and Sterling Wealth Advisors, and changed its name to Seelaus Asset Management, LLC (SAM) in 2018. SAM specializes in fixed income and equity management across SMA's, strategies and private funds.
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