We believe in delivering excellence, without exception, no matter what the markets bring
Our clients often tell us we are their first call when they are faced with a complex challenge - like a change in business strategy, the need to be financially independent, find new investment opportunities, or transfer wealth to the next generation.
Our goal is to be an extension of you and your goals. That’s why our most senior portfolio managers are involved in every client relationship, providing continuity over decades and even generations.
We help you achieve success by collectively focusing on every detail, process, and data point. We never forget that how it’s done matters. We pride ourselves on excellence without exception, no matter what the markets bring.
Seedvest has one of the longest tenured teams of portfolio managers in our industry. But long tenure doesn’t mean old ideas. Our clients benefit from teams deliberately assembled to bring perspectives from various areas of the business, and put that knowledge to work for you.
Our private partnership structure promotes client alignment, personal accountability, and agility – so the best ideas rise quickly to the top.
THE BENEFITS OF PARTNERSHIP