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.
Automated Investment Services?
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.
Globally diversified, low-cost, professionally managed portfolios diversified across U.S. stocks and bonds, international stocks and bonds and commodities.
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.
Get a free portfolio review, open an account and sign transfer documents in as little as 10 minutes.
We monitor and rebalance your portfolio in a disciplined manner to keep you on track to achieve your long-term goals.
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.