Strong Values. Smart Investments.
The ocean of global investments is vast, unpredictable, constantly shifting.
At Seaview, we are your lighthouse and your compass — guiding you with discipline, simplicity, and risk control, always with a clear course towards long-term growth.
What sets us apart is a values-driven ecosystem—rooted in integrity, built on personalized service, and designed with world-class strategies that safeguard assets and evolve with the market.
We deliver consistent, benchmark-beating results through cutting-edge technology that ensures seamless access and efficient financial management—while prioritizing financial education to empower our clients with the knowledge to make confident decisions.
Tailor-made investment advice with strong values
SERVICE​
Solid and
consistent results
INVESTMENT MANAGEMENT
Transparency, automation, and real-time data
TECHNOLOGY​
Make informed and confident decisions
FINANCIAL EDUCATION
As a U.S. SEC-registered RIA, we offer institutional-grade access to global markets
partnering with world-class custodians to serve financial advisors, institutions, and qualified investors.
14
Year of History
+$2B
Assets Under Platform
+2,300
Accounts
14
SMAs & Model Portfolios
Trusted Partners
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Our Founder
Claudia M.P. Batlle
Our Values
VALUES
INSPIRATION
Honesty
Integrity
Confidentiality
Trustworthiness
Excellence
Accountability
Transparency
Work Ethic
Corporate Citizenship
Love for people
Love for numbers
Strong vocation for service
Highest Ethical Standards
Drive for Excellence
Intellectual Curiosity
Claudia is the founder and Chief Investment Officer at Seaview Investment Managers and CEO at FPMI – Financial Planning and Management International. As one of the few women leading investment firms, she is a pioneer in the financial industry, bringing a unique perspective and unwavering commitment to excellence.
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With 30 years of experience, Claudia specializes in serving high-net-worth individuals and institutions in Latin America. Under her leadership, she has successfully grown assets by $2 billion over the past decade. Her investment philosophy is built on strong discipline, prudent risk control, sustainable growth, and straightforward simplicity—key elements that have driven consistently successful investment strategies.
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Passionate about financial education, Claudia actively promotes financial literacy as a pillar of personal and family well-being. She regularly conducts financial planning workshops to empower individuals with the knowledge to secure their financial futures.
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Beyond her professional achievements, Claudia is a founding director at Fundación Manos del Sur, a non-profit organization dedicated to improving health and education for children in Latin America.
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She firmly believes that moral values should guide every aspect of life, including investments, ensuring a responsible and ethical approach to wealth management.
We go beyond portfolio management by serving as long-term advisors for our clients. Whether it’s asset allocation, multi-generational planning, or strategic financial decision-making, we provide holistic guidance powered by technology, data-driven insights, and genuine care
INVESTMENT MANAGEMENT
We build and manage portfolios using proprietary strategies tailored to each client's financial goals, risk tolerance, and time horizon. Our disciplined approach focuses on capital protection and long-term, consistent results.
In addition to traditional portfolios, we offer access to a broad range of market opportunities through our strategic partners. This includes alternative investments, ETFs, model portfolios, and customized solutions — always with a focus on transparency, risk control, and alignment with each client’s needs.
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ADVISORY
SERVICES
A Scalable, Transparent, and Efficient Advisory Experience
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We offer a full-service platform designed to streamline operations and enhance decision-making. From client onboarding to portfolio analysis, every process is built for scale, efficiency, and compliance.
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Our goal is to simplify complexity — giving clients and advisors the tools and insights needed to achieve lasting investment results.
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FOCUSED
SEGMENTS
​We provide full financial planning and wealth management solutions that align your investment strategy with your life goals through tailored unique priorities of each client segment:
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Seaview Next Generation – Guidance for wealth transfer, education, and long-term planning.
Women & Wealth – Empowering women through personalized planning and financial independence.​
Catholic Values – Investment strategies aligned with ethical and faith-based principles.
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We go beyond portfolio management by acting as long-term advisors to our clients. Whether it’s asset allocation, multi-generational planning, or strategic financial decisions, we provide holistic guidance with technology, objectivity and care.
