STRONG VALUES. SMART INVESTMENTS.
We are an independent investment advisory firm (RIA) registered with the Securities & Exchange Commission (SEC) that provides financial services to clients worldwide.
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Our goal is to optimize the investment management process for our clients, generating financial and operational value.
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We strive to stay ahead of financial trends, using innovative technologies and personalized services for our clients in a highly competitive and constantly evolving environment.
We are committed to empowering our clients through financial literacy.
With expert advice rooted in strong values, disciplined, risk management, and a focus on simplicity and consistent results, we equip individuals and institutions to confidently navigate the complexities of the financial world.
13
+$2B
14
+1,900
Year of History
Assets Under Platform
Accounts
SMAs & Model Portfolios
Business Areas
How We Do It
We are a boutique firm focused on integrity, offering personalized service and ethical strategies that protect assets and adapt to market changes.
Our consistent, benchmark-beating results are supported by cutting-edge technology for easy access to account information and efficient financial management.
By partnering with top custodians such as Pershing, Charles Schwab, Interactive Brokers, and Fidelity, we provide our clients with premium products and services, along with financial education to help them make informed decisions.
It's not about money, it's about LIFE
Tailor-made investment advice with strong values
SERVICE
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Solid and consistent results
INVESTMENT MANAGEMENT
Simple, complete and easy to use
TECHNOLOGY​
Our Founder
Claudia M.P. Batlle
Our Values
VALUES
INSPIRATION
Honesty
Integrity
Confidentiality
Trustworthiness
Excellence
Accountability
Transparency
Work Ethic
Corporate Citizenship
Love for people
Love for numbers
Strong vocation for service
Highest Ethical Standards
Drive for Excellence
Intellectual Curiosity
Claudia is the founder and Chief Investment Officer at Seaview Investment Managers and CEO at FPMI – Financial Planning and Management International. As one of the few women leading investment firms, she is a pioneer in the financial industry, bringing a unique perspective and unwavering commitment to excellence.
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With 30 years of experience, Claudia specializes in serving high-net-worth individuals and institutions in Latin America. Under her leadership, she has successfully grown assets by $2 billion over the past decade. Her investment philosophy is built on strong discipline, prudent risk control, sustainable growth, and straightforward simplicity—key elements that have driven consistently successful investment strategies.
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Passionate about financial education, Claudia actively promotes financial literacy as a pillar of personal and family well-being. She regularly conducts financial planning workshops to empower individuals with the knowledge to secure their financial futures.
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Beyond her professional achievements, Claudia is a founding director at Fundación Manos del Sur, a non-profit organization dedicated to improving health and education for children in Latin America.
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She firmly believes that moral values should guide every aspect of life, including investments, ensuring a responsible and ethical approach to wealth management.
