Seelaus Asset Management (SAM) is a registered investment advisor specializing in fixed income and equity portfolio management. SAM creates custom investment strategies for high-net-worth individuals, foundations, pension plans, and other institutional investors. SAM's investment philosophy focuses on risk management and asset allocation, using a top-down and bottom-up approach to identify promising market sectors and securities. SAM also offers personal financial planning services.
Fee Structure
Seelaus Asset Management's (SAM) advisory fee for retail accounts can be up to 1.5% of the value of your portfolio annually. This fee is typically paid quarterly in advance. For institutional accounts, the fee can range up to 1.0% annually, paid quarterly in arrears. Fees are negotiable. SAM also offers an automated investment program called GAISER with a $10,000 minimum.