A registered investment advisory firm offering investment management and financial planning.

Wealth Management

SEIA combines its foundations in investment management and financial planning with advisory services to create a truly customized client experience. Our holistic wealth management offering includes the overseeing and stewardship of all elements of your financial life.

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Investment Management

Offering strategic, tactical, & dynamic asset allocation strategies and management.

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Comprehensive Financial Planning

Providing financial, estate, retirement, investment, and tax planning.

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Investment Solutions

Providing alternate asset, college savings, variable product, 401(k), and pension solutions.

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Risk Management

Reviewing and implementing life insurance and long-term care coverage.

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Tax Planning

Collaboration with tax professionals to help provide tax-efficient strategies.

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Trust & Estate Planning

Working with attorneys to help protect and preserve your legacy through trust and estate planning.

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Business Advisory Services

Working with ERISA fiduciaries to help design company retirement plans, employee benefits, and transition planning.

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Wealth Counseling

Providing counsel to families, couples, and partners to help bring continuity to future generations.

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SEIA is not engaged in rendering legal, accounting, or tax services. We recommend that all investors seek out the services of competent professionals in any of the aforementioned areas.

Dynamic Investment Platform

SEIA offers a broad range of discretionary and non-discretionary asset allocation investment platforms, tailored to a client’s preference.

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Elite

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Elite

Customizable, non-discretionary custom investment platform designed for high-net-worth individuals.


Custom portfolios and access to advanced investment strategies.


Special Situation Services, including tax-loss harvesting.


Legacy asset consideration, diversification around concentrated positions, and more.


Access to alternative investments and CORE equity and CORE Fixed income products.

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Allocation Series

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Allocation Series

Customizable, discretionary model platform engineered for various time horizons and objectives.


Focuses on SEIA’s CORE Satellite investment framework.


Continually monitored models incorporate multiple asset classes, investment styles, and investment vehicles to meet personalized investment needs.


Platforms: choose between ETFs, mutual funds, individual stocks, and bonds.

 

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Target Strategies

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Target Strategies

Customizable, discretionary platform for focused strategies that complement a traditional asset allocation framework.


Complements SEIA’s CORE Satellite investment framework.


Our Socially Responsible Impact series is an example of a focused investment strategy.

Every investment program has the potential for loss as well as gain. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. They are methods used to help manage investment risk.

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