Investment Management

OUR PHILOSOPHY

We believe that in order to help our clients “Secure their Financial Future” there are a number of steps that must be followed.

  • Advisory portfolio management
  • Asset Allocation
  • Inheritance and insurance planning
  • Portfolio structuring
  • Traditional brokerage
  • Structured products
  • Discretionary Portfolio management is available in association with our partners

1. Opening client contact

2. Fact find leading to tailored portfolio

3. Client lodges funds into BNY Mellon Pershing

4. Seaspray places orders on behalf of client

5. Executed portfolio is cleared for client on Pershing