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Seelaus Automated
Investment Services

Combining sophisticated technology and disciplined wealth management

With a $10,000 minimum investment, low fees and a choice of several asset allocation models, Seelaus Automated Investment Services is a great place to begin your journey. As your assets grow and your needs become more complex, you can transition seamlessly to a full-service wealth management account with a dedicated advisor.

We offer retirement, estate, insurance and college planning, among other services. You’ll also have access to sophisticated, tax-efficient investments like municipal bonds, individual stocks, and actively managed funds.

Why Seelaus
Automated Investment Services?

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Online analysis tool allows you to compare your current portfolio to our recommended portfolio. We’ll also show you how much you’re losing to fees.

DIVERSIFIED PORTFOLIO

Globally diversified, low-cost, professionally managed portfolios diversified across U.S. stocks and bonds, international stocks and bonds and commodities.

LOW MINIMUM

Only a $10,000 minimum investment required, significantly lower than most investment firms.

ONE LOW FEE

No commissions. No trading fees. A low 0.80% annual management fee covers everything.

QUICK

Get a free portfolio review, open an account and sign transfer documents in as little as 10 minutes.

CONTINUOUS REBALANCING

We monitor and rebalance your portfolio in a disciplined manner to keep you on track to achieve your long-term goals.

TRUSTWORTHY

We are a fiduciary, which means we act in our clients’ best interests, always.

Get a Personalized Assessment Now for Free

LINK YOUR ACCOUNTS

Our technology allows you to link all of your outside accounts for a complete view of your financial picture. We will then give you a complimentary investment analysis and risk assessment, and also show you how much you’re losing each year to fees.

TELL US ABOUT YOUR GOALS

You will be asked a series of questions so we can get a better understanding of your time horizon, risk tolerance and overall financial picture.

GET A PORTFOLIO REVIEW

Based on your answers, we will match you to the Seelaus Automated Investing Services portfolio that is best suited for you, providing a side-by-side comparison of your current portfolio vs. our recommended target portfolio.

Get your free personalized assessment