Seidman Wealth: Protect. Prosper. Peace of Mind.
Our focus on you
We measure our success by the achievement of a client's specific goals, as opposed to arbitrary benchmarks or indices. In an industry where much lip service is given to customization, our advice is truly based on specific needs and tailored to their exact specifications. Further, we work with our clients on a holistic basis, considering all the various aspects of their lives, and collaborating with their tax and legal advisors to ensure their finances are simple and harmonious.
Our tactical tilting and shifting of portfolios
Rather than adopt a "buy and hold” or passive, evenly distributed allocation, we tighten and loosen our "belts” based on relative strength and weakness in the markets. We add significant value versus conventional portfolio theory by maintaining heavier exposure to stronger markets, while being underweight in weaker ones.
Our use of "absolute return” strategies
We strive for consistent performance in all market environments. Losses and down-years will happen, undoubtedly. We seek to minimize their impact on our clients' portfolios. Most importantly, when clients do have negative years, we see that the losses are mitigated, and that they remain on track.
Our pension-fund style approach
When process, people and philosophy are sound, performance should follow. We do not claim to know which investment, fund, or manager is "best”, and we believe that anyone who claims that they do is likely lying to themselves, as well as to you. What we do know is this: The world's largest pension funds, endowment funds, and institutions invest using a disciplined, systematic process that is based on a sound framework. It's the process you would follow if you had five hundred million dollars, and it is predicated on one simple principle: Do what makes sense.
Our independence and true open architecture
Free from pressure to select internal products, and with the latitude to act solely in the best interest of our clients, we have zero conflicts of interest in our decision making process.
Our adherence to a rigorous results-oriented process
Each of our clients has a clear roadmap for the future, which insulates them from the day-to-day noise of financial markets and news media. The job of the media is to sell advertising space; our job is to preserve and grow our clients' capital—full stop.
Click here to meet our team...
"Fortunately for us, we've been able to benefit for some time from your experience and investment strategies.
Please accept our thanks for your dedication and support over the many years of our business relationship.”