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.

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.

Seagrave Capital Management

Company Contact Details

 

Corporate Address: 10F Marunouchi Building 2-4-1 Marunouchi, Chiyoda-ku,

Tokyo 100-6310 Japan

Corporate Website: www.seagravecapital.com

Telephone Number: + 81 345888165

Email Inquiries: info@seagravecapital.com

 

Seagrave Capital Management is an investment advisory providing investment management services to institutions and broad wealth management services to individuals/families, onshore/offshore companies, and trusts. We pride ourselves on both our investment track record and our high standard for client service. The information in this website is not intended and should not be construed as an offer, solicitation or recommendation to buy or sell any specific investments or participate in any specific investment (or other) strategy. The products and services outlined in this website may not be suitable for all types of investors. The value of an investment can go down as well as up, and you may not get back the amount you originally invested. The information in this website is for information purposes only and is subject to change. No part of this website can be reproduced without written permission.

© Copyright 2020  Seagrave Capital Management Since 2009 All Rights Reserved

 ENGLISH LANGUAGE VERSION