SEAMARK SELF SERVE, a low-cost, individualized investment management solution backed by seasoned investment professionals.
Welcome to SEAMARK SELF SERVE. We are delighted to be able to help you save for your future. Now, you can invest just like the institutional and high net worth clients that SEAMARK has served for over 35 years. SEAMARK SELF SERVE uses a risk-assessment questionnaire and some of your unique personal information to tailor a ‘best fit’ portfolio for you, with a level of variability that is properly-sized for your personal circumstances.
In addition, the service provides every investor with:
- A fiduciary arrangement, whereby each investor benefits from the industry’s highest standard of care.
- A custodial arrangement ensuring the safe-keeping of your investment capital.
- A ‘sleep easy’, ongoing management of investment assets, with auto-adjustments as appropriate.
- On-line access to your account, and on-line reporting by SEAMARK.
We have a two-step process to register you for SEAMARK Self Serve.
We will send you a risk assessment questionnaire and information form to fill out and send back to us. We will assess your unique risk tolerance based on your answers and design a ‘best-fit’ investment solution for you. Your recommended portfolio will be sent to you immediately after completion of the questionnaire. Using Self Serve is a quick and easy way to see an alternative to your present investment arrangements.