Client Counseling: Understanding our client

Before we invest, we meet with clients to understand their financial situation. Discussion topics include income requirements, growth expectations, prospective capital needs, current investment holdings, risk tolerance and tax sensitivity. We then identify pertinent issues and, working with the client, establish an appropriate asset allocation mix to achieve each client’s goals. Seaward then creates an investment portfolio for each client tailored to reflect the client’s individual situation.

Investment Management

Investment portfolios are structured with a diversified blend of high quality global growth stocks and, where appropriate, investment-grade bonds. Click here to learn more about our Equity Investment Process.

Monitoring and Communication

Ongoing communication with each client identifies appropriate investment portfolio changes to reflect evolving client needs. We are also a valuable resource to discuss our clients’ other financial issues beyond portfolio management.