Seelaus Asset Management provides personalized investment management and financial planning services for individuals, families, trusts, estates, foundations, pension plans, and other institutional investors. The firm specializes in fixed-income and equity portfolio management, offering customized investment strategies tailored to each client's income needs, time horizon, and risk tolerance. Investment strategies include municipal bond management, gender diversity equity impact investing, mortgage-backed securities strategies, and short duration fixed-income. Seelaus Asset Management also manages several private funds and offers an automated investment service program. Services are provided on both a discretionary and non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Basic advisory fee for retail accounts can range up to 1.50% of assets under management, paid quarterly in advance. Fees are negotiable.