We believe that investment management and prudent portfolio allocation can be accomplished with an overall wealth management strategy
Our comprehensive portfolio strategies match client goals and objectives with an efficient asset allocation portfolio suitable for all market conditions.*
Navigating changes throughout both economic and corporate cycles is necessary in today’s volatile marketplace. SEIA’s model portfolios integrate principles found in Modern Portfolio Theory known as the Efficiency Frontier. The Efficiency Frontier seeks to maximize portfolio return for different levels of risk. Consequently, efficient investment management requires the ongoing process of rebalancing a portfolio’s allocation as risk tolerance and economic cycles change.
Strategic Macro Allocation
SEIA believes basic asset allocation is not enough. Strategic Macro Allocation (SMA) goes beyond the simple stock-bond-cash asset classes and incorporates diverse investment styles and alternative investments. Your portfolio is then monitored, rebalanced and reallocated, as needed, by a dedicated team of investment professionals.
Tactical Micro Allocation
Within a business cycle, micro trends exist and a prudent investor can take advantage of changes in investment outlooks. By including a Tactical Micro Allocation (TMA) strategy, investors can capture potential profits by reallocating a percentage of assets towards investment styles or industry sectors with favorable outlooks or prospects. TMA allows for the ability to create extra value within a business cycle, while only moderately increasing a portfolio’s risk.
*Diversification/Asset Allocation does not ensure a profit or guarantee against loss. Keep in mind investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.