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INVESTMENT STRATEGIES & MODEL PORTFOLIOS

INVESTMENT PROCESS

We use a data driven process that drives the analysis and selection of our investment models. Real time data is constantly fed to our proprietary decision-making tools to allow for quick adjustments to clients’ portfolios.

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KEY PARTNERS

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PROPRIETARY TECHNOLOGIES

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INVESTMENT STRATEGIES &
MODEL PORTFOLIOS

Seaview Investment Managers has multiple investment models across the fixed income, equity, and real asset classes, including ETFs, corporate bonds, large cap equities, and REITs. We live in dynamic times where INNOVATION is constantly changing industries and markets; exponential and disruptive technologies establish new investing trends and offer unique INVESTMENT OPPORTUNITIES.

CORE STRATEGIES

ETFs, UCIT's & MFs:

  • Diversified Fixed Income

  • IG Fixed Income

  • HY Fixed Income

  • Conservative

  • Moderate

  • Moderately Aggressive

  • Aggressive

  • Equities

  • World Equity Indexes

SINGLE SECURITY STRATEGIES

Fixed Income:

  • Investment Grade Corporate Bonds

  • High Yield Corporate Bonds 

Equities:

  • S&P Industry Leaders

  • Artificial Intelligence Companies

SPECIALTY STRATEGIES

  • Thematic

  • Balanced Income

  • REITs

  • Socially Responsible aligned with Catholic values

Strategies can be combined and managed independently under a UMA using risk constraints and other considerations

ALTERNATIVE INVESTMENTS

Seaview Investment Managers provides clients with access to a wide range of alternative investment opportunities that are specifically selected to align with the objectives and needs of each. By leveraging our integrated technology processes that streamline the alternatives investment experience, we offer clients a menu of thoroughly selected investment strategies in the private equity, private credit, real asset, and hedge fund space. Our clients have access to offerings from industry-leading asset managers at very accessible investment minimums, which help them DIVERSIFY their portfolios while securing long-term fundamental GROWTH opportunities.

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