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Seaview Investment Managers is an independent Registered Investment Advisor (RIA) that provides Investment Advisory Services to institutions and their advisors. We optimize the investment management process and create financial value for our clients. We strive to stay ahead of financial industry trends to achieve efficiencies through innovative technologies and service delivery to clients within a highly competitive and rapidly evolving landscape.


Our team consists of highly experienced investment professionals working closely with our clients to achieve their institutional or personal goals within a framework of solid investment due diligence, strong values, and enduring commitment.


Strong values are our essence.  They represent what we stand for as a firm, guide our decision-making processes and our relationships with our clients.



+$1.5 B



Years of History

Assets on Platform


SMA Strategies + Model Portfolios

Copy of Seaview Corporate Presentation Institutions February Results 2024.jpg

Serving Clients Worldwide



Seaview Investment Managers is an independent Registered Investment Advisor based in the US with a global reach that provides a wide array of investment management services to institutional clients such as broker dealers, investment advisors and other financial institutions.


We help institutions scale their business by optimizing the investment management process to create financial value for them, their Financial Advisors and their end clients. We achieve this by offering the tools and support along all stages of the delivery of financial advice and portfolio implementation.


We offer innovative strategies that adapt to a constantly changing financial environment and appropriate to current markets. These strategies also deliver consistent results over time, where we have shown that they not only meet, but exceed market benchmarks.


Our robust platform integrates both proprietary and latest outsourced technology that provide easy and transparent access to investment strategies, portfolio activity, and more. We employ platforms such as Orion, Blomberg and Factset and an excellent team of analysts and portfolio managers who leverage this technology to manage every aspect of our clients’ investments.


Solid ethics and values ​​are applied in our processes and selection of our strategies, so that we can best safeguard the assets of our clients.


We work with you and your custodian of choice or we offer access to recognized custodians such as Pershing and Charles Schwab. We also have established alliances with known providers such as JPMorgan, BlackRock and Goldman Sachs to diversify our offering of strategies for our clients.



We provide a full of range of Investment Advisory Services to financial institutions and their advisors.


Our institutional platform is also made available to selected individuals, families, and other accredited investors


Our proprietary Asset Management platform that provides financial institutions access to Client Suitability, Investment Management, Risk Analysis, Research, Trading and Portfolio Reporting under a sub-advisory contract.

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