​At Seaview, Our Lighthouse is not just a symbol — it is the foundation of how we work. It represents the infrastructure that supports everything we do and reflects our approach through our core pillars: a disciplined investment philosophy, a structured investment process, advanced technology, boutique-level service, and a deep commitment to financial planning and education.
Investment Philosophy
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Investment Process
Boutique Client Service
Technology
Financial Planning and Education
STRONG VALUES. SMART INVESTMENTS
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INVESTMENT PHILOSOPHY
Simplicity
In a sophisticated global investment environment, with endless investment options, we seek to SIMPLIFY our strategies so that we do not compromise our clients’ understanding of every aspect of their investments.
As we SIMPLIFY, we seek liquid investments in well established markets.
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Discipline
By following DISCIPLINED daily analyses and procedures, we seek to maximize our knowledge and interpretation of market conditions, establishing specific guidelines for conducting informed and objective investment decisions.
DISCIPLINE has helped us get through market downturns and preserve our clients’ portfolio values.
Risk Control
Preserving our clients’ capital under any market circumstances is our most important goal.
Over the long term, we strive to achieve this through RISK CONTROL measures, including rules for DIVERSIFICATION in terms of issuer, industry, country, and types of securities.
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Growth
Our guiding principles of SIMPLICITY, DISCIPLINE, and RISK CONTROL allow us to focus on our long-term goal: GROWTH.
By keeping our strategies flexible and in constant search for opportunities, we aim to provide attractive rates of return for our clients’ portfolios that allow capital appreciation over time.
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INVESTMENT PROCESS
We use a data driven process that drives the analysis and selection of our investment models.
Real time data is constantly fed to our proprietary decision-making tools to allow for quick adjustments to clients’ portfolios.
Bond
Decision Making Tool
Macro Data
Market Data
Company Specific Data
Equities
Decision Making Tool
ETF
Decision Making Tool
Investment Committee
Market Analysis - Strategy Review - Decision Making
Investment Strategies
Implementation Across Accounts
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.