Investment Process & Philosophy

Our sole purpose is to protect and grow the wealth of our clients

A successful investment process begins with the most important aspect of wealth planning, your financial goals. We work with each client in developing their personal goals and risk tolerance to determine an effective portfolio design and implementation. While your investments are just one component of your overall wealth plan, achieving your financial goals, through good markets and bad, requires systematic methodologies and a process that is based on discipline, consistency and rigorous research. We bring these three important qualities to every portfolio we manage.

Our investment process is designed to balance a concentration of individual equity securities with a diverse mix of bonds and exchange traded funds in a variety of asset classes to maximize return and minimize risk. We use proven fundamental and technical factors such as return on cash flow and momentum to identify investments that can outpace the market. Our process combines a disciplined emphasis on quantitative metrics with a qualitative assessment of the economic and political environment. The Seascape approach is designed to benefit from the best of both concentration and diversification.