OUR STRATEGIES
Navigating the global investment ocean begins with selecting the right fleet.
Each Seaview strategy charts a distinct course—anchored in discipline, simplicity, risk control, and long-term vision.
Fixed Income Cruise Ship
Navigate consistently and steadily.
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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.
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What is on board:
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Fixed Income Catholic Values Portfolio (Bonds)
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ETF Fixed Income Model Portfolio (Investment Grade & High Yield Bonds)​
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Ideal for: Investors seeking capital preservation and consistent yield
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Risk Profile: Conservative
Set your course with balance.​
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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.​
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What is on board:
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ETF Balanced Income Model Portfolio
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Model Blends for Various Risk Profiles
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Ideal for: Investors seeking both growth and steady income
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Risk Profile: Moderate
Blended Portfolio Two Mast Sailboat
Core Equities 45-Foot Yacht
Sailing strong, backed by market leaders.
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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.
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What is on board:
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Industry Leaders Equity SMAs
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Industry Leaders Catholic Values Equity SMAs
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ETF Core Equities Model Portfolio
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Ideal for: Investors focused on long-term equity growth with stability
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Risk Profile: Moderate to Aggressive
Ride the waves of innovation.​
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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.​
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What is on board:
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Artificial Intelligence Leaders
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ETF Thematic Model Portfolio
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Ideal for: High-growth seekers ready for bold moves
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Risk Profile: Aggressive
Innovative Equities Kitesurf
We offer a unified investment experience - capable of managing multiple strategies within a single account, while tailoring each portfolio to the client's unique risk profile, goals, and preferences.
ALTERNATIVE INVESTMENTS
We provide clients with access to a wide range of alternative investment opportunities that are specifically selected to align with the objectives and needs of each.
By leveraging our integrated technology processes that streamline the alternatives investment experience, we offer clients a menu of thoroughly selected investment strategies in the private equity, private credit, real asset, and hedge fund space.
Our clients have access to offerings from industry-leading asset managers at very accessible investment minimums, which help them diversify their portfolios while securing long-term fundamental growth opportunities.
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Discover opportunities beyond the main fleet.
CUSTODIANS
Trusted Ports on Your Investment Journey
At Seaview Investment Managers, 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.
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Through an Investment Advisory Agreement, we design your strategy and help you stay the course—while your investments remain protected by qualified custodians.
