Seix Investment Advisors, a division of Virtus Fixed Income Advisers, manages fixed income portfolios for high-net-worth individuals and institutions. Seix offers customized investment management services based on client-specific criteria, including risk assessment, liquidity needs, and social preferences. Seix also manages wrap accounts and sub-advises mutual funds and ETFs.
Assets Under Management$33B
Clients227
Advisors5
Avg. per Client$150M
Avg. per Advisor$6.6B
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Seix Investment Advisors manages fixed income portfolios. Here's a summary of their fees for separately managed accounts:
- Investment Grade Strategies – Core: 0.20% per year on the first $100 million, 0.15% thereafter (minimum account size of $25 million)
- Investment Grade Strategies – Short Duration: 0.15% per year on the first $100 million, 0.10% thereafter (minimum account size of $25 million)
- Leveraged Finance Strategies: 0.50% per year on the first $100 million, 0.40% per year thereafter (minimum account size of $10 million)
- Tax Exempt Strategies (Average Maturity 3 years or less): 0.30% per year on the first $10 million, 0.25% per year on the next $40 million, 0.18% per year thereafter (minimum account size is $5 million)
- Tax Exempt Strategies (Intermediate Total Return): 0.40% per year on the first $10 million, 0.30% per year on the next $40 million, 0.18% per year thereafter (minimum account size is $5 million)
Seix's fees are negotiable and may vary based on account type and client services requested.
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