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.
1
Investment Management
Offering strategic, tactical, & dynamic asset allocation strategies and management.
2
Comprehensive Financial Planning
Providing financial, estate, retirement, investment, and tax planning.
3
Investment Solutions
Providing alternate asset, college savings, variable product, 401(k), and pension solutions.
4
Risk Management
Reviewing and implementing life insurance and long-term care coverage.
5
Tax Planning
Collaboration with tax professionals to help provide tax-efficient strategies.
6
Trust & Estate Planning
Working with attorneys to help protect and preserve your legacy through trust and estate planning.
7
Business Advisory Services
Working with ERISA fiduciaries to help design company retirement plans, employee benefits, and transition planning.
8
Wealth Counseling
Providing counsel to families, couples, and partners to help bring continuity to future generations.
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.
Signature
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.
Signature
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.
Signature
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.
Contact An Office Near You
Austin, TX
(512) 853-9854
Beaverton, OR
(971) 400-0549
Bethlehem, PA
(610) 997-8780
Boston, MA
(954) 932-0798
Century City, CA
(310) 712-2323
Chagrin Falls, OH
440-683-9203
Chicago, IL
(773) 941-7315
Cleveland, OH
(440) 683-9200
Dallas, TX
(972) 924-9836
Denver, CO
(720) 659-3356
Fort Lauderdale/Miami, FL
(954) 932-0798
Harper Woods, MI
(248) 598-7331
Houston, TX
(832) 990-2989
Nashville, TN
(615) 909-3009
New York, NY
(332) 208-7465
Newport Beach, CA
(949) 705-5188
Pasadena, CA
(626) 795-2944
Phoenix, AZ
(602) 975-0801
Princeton, NJ
(844) 344-2991
Redondo Beach, CA
(888) 789-8393
Salt Lake City, UT
(385) 271-0476
San Mateo, CA
(800) 723-5115
Tampa, FL
(813) 798-9884
Tysons, VA
(703) 940-3000