OUR APPROACH

Professional Financial Planning and Investment Management is a five-step process which you and Seagrave Capital Management work on together. It combines the knowledge and expertise of financial professionals, the sophistication and objectivity of portfolio asset allocation with each client's specific goals.

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We Discover Your Needs

We start by asking the right questions with interviews and a comprehensive questionnaire. What are your short and long-term financial and life goals? What do you earn and spend? How do you feel about risk? Successful results start with an understanding of your goals and financial means. Only then can a solution be custom tailored to fit your life.

We Examine Your Goals

We examine your goals, your sentiments and your alternatives and provide you with an Investment Strategy and answers to Financial Planning questions to help you meet your short and long term objectives. We remain committed to answering your questions and examining your changing needs throughout our working relationship together.

We Select an Appropriate Portfolio

We then select an appropriate mix of investment vehicles based on your needs and risk tolerance. Each portfolio is different, but they all follow the advanced concepts of Modern Portfolio Theory and asset allocation. We design portfolios that endeavor to provide a high level of risk-adjusted returns. We only invest client money in investments that are exchange traded products, liquid and easy for our typical clients to understand; avoiding unnecessary complexity, fees and uncertainty.

We Implement your Investment Plan

We implement your investment plan by purchasing a well-diversified portfolio. We offer a fee-only account, with an aim to minimize commissions and trading fees for any of the initial or ongoing transactions.*

We Monitor and Measure

We then select an appropriate mix of investment vehicles based on your needs and risk tolerance. Each portfolio is different, but they all follow the advanced concepts of Modern Portfolio Theory and asset allocation. We design portfolios that endeavor to provide a high level of risk-adjusted returns. We only invest client money in investments that are exchange traded products, liquid and easy for our typical clients to understand; avoiding unnecessary complexity, fees and uncertainty.