Seabank Capital provides investment management services to clients across North America. As a registered advisor in both Canada and the United States, Seabank Capital is uniquely qualified to manage client portfolios in either country and offers an array of services which address the unique needs of cross-border investors.
Clients hire Seabank Capital to manage their investment portfolios specific to their individual requirements as opposed to offering packaged programs or multi purpose investment pools.
Our clients typically have a minimum portfolio size of $300,000, often made up of more than one account. Seabank portfolio management systems allow for sophisticated multi-account portfolio analysis and management. We take portfolio planning and reporting to the next level!
As a fee-only investment manager, Seabank Capital charges a cost effective fee for its services which in many instances are tax deductible.
Our investment universe covers the globe where we have trading capabilities in all North American equity, bond and mutual fund markets.
We understand that each client's investment goals, tax status, tolerance for risk as well as a host of other factors require custom tailored investment solutions to ensure success.
Contact us for a confidential no-obligation review of your investment portfolio. We will:
• Review your investment goals and objectives with you.
• Analyze your existing portfolio/accounts for potential improvements and uncover hidden risks.
• Perform a cost analysis detailing your true investment management costs.
• Determine your tax profile and review the tax effectiveness of your investment portfolio.
• Provide a proposal for your consideration.
With Seabank Capital it is more than just managing money, it's about working with you to ensure success with your investment program including superb service, helping reduce the taxes you pay along with investment strategies that let you sleep at night!