top of page

OUR STRATEGIES

Navigating the global investment ocean starts with the right fleet.
Each Seaview strategy charts a distinct course—anchored in discipline, simplicity, risk control, and long-term vision.

Navegando en el mar

Fixed Income Cruise Ship

Navigate consistently and steadily.

​

For those who favor a steady course—prioritizing income and security—this is your cruise through the fixed income landscape, powered by bonds, driven by income strategies, and safeguarded by Seaview’s risk controls and long-term vision.

​

  • What is on board:

    • Fixed Income Model Portfolio (Bonds)

    • ETF Fixed Income (Investment Grade & High Yield Bonds)

    • Catholic Values Fixed Income

  • Ideal for: Investors seeking capital preservation and consistent yield

  • Risk Profile: Conservative

Set your course with balance.​

​

This sailboat is built for harmony — combining sails for growth and anchors for stability. With blended exposure to both equities and fixed income, this journey is about adapting to changing winds while keeping your direction.​

​

  • What is on board:

    • ETF Balanced Income Model Portfolio

    • Model Blends for Various Risk Profiles

  • Ideal for: Investors seeking both growth and steady income

  • Risk Profile: Moderate

Diseño sin título (2).png

Blended Portfolio Two Mast Sailboat

Core Equities 45-Foot Yacht

Sailing strong, backed by market leaders.

​

Sailing in comfort and control, this fleet takes you steadily across the core equity space — built for resilience and powered by global industry leaders. You feel the wind, but stay steady on your long-term course.

​

  • What is on board:

    • Industry Leaders Portfolio

    • ETF Equities Model Portfolio

    • Catholic Values Equities

  • Ideal for: Investors focused on long-term equity growth with stability

  • Risk Profile: Moderate to Aggressive

Ride the waves of innovation.​

​

For those who thrive on speed and agility—this means kitesurfing the markets. You ride the high winds of AI and emerging megatrends, with Seaview as your guide to pivot, accelerate, or pause with precision.​

​

  • What is on board:

    • Artificial Intelligence Leaders

    • ETF Thematic Model Portfolio

  • Ideal for: High-growth seekers ready for bold moves

  • Risk Profile: Aggressive

Image by Marcreation

Innovative Equities Kitesurf

Strategies can be combined and managed independently under a

UMA using risk constraints and other considerations

CUSTODIANS

Trusted Ports on Your Investment Journey

At Seaview, we help you navigate the evolving landscape of global markets—while your assets stay securely docked with world-class custodians. We don’t hold your assets ourselves; instead, we partner with the industry’s most trusted names to ensure safety, transparency, and confidence at every step.

​

Through an Investment Advisory Agreement, we design your strategy and help you stay the course—while your investments remain protected by qualified custodians.

bottom of page