Founded in 1988, Seaward Management has served individual clients, families and non-profit organizations for over 25 years. We are employee owned and committed to our independence in providing objective investment advice.



The Seaward Experience

Since our firm's inception, clients have retained Seaward Management because of our distinct blend of global investment experience and a high level of personal client service.

  • Individual Attention -  Clients of Seaward Management experience direct interaction with their portfolio manager - seasoned industry veterans who make every investment decision. Seaward is organized with a flat management structure and maintains a client-centric culture. The firm employs no client service representatives or salespeople.
  • Customized Portfolios - Seaward Management constructs every portfolio individually based on each client's needs. The firm's independence means no conflict of interest, no proprietary "products", and the assurance that the clients' interests come first.
  • Experience - Our investment team averages 29 years of investment experience. We proactively manage each portfolio, closely monitoring short-term developments while balancing long term global trends and adjusting clients' investments accordingly.

     At a Glance

  • Seaward manages investments for individuals, foundations and endowments
  • Investment counseling and asset management is tailored to each client's needs
  • Portfolio managers average 29 years of experience in the fields of investments, taxes, and estates
  • Independent and privately owned by employees