Discipline.
Independence.
Returns.

Seabird partners with financial professionals and entrepreneurial investors focused on the creation and preservation of wealth. Our disciplined, independent approach is the foundation of a proven process for driving enhanced returns for our client-partners.

Strategies

Go Beyond Average

Average returns are readily available to passive investors; Extraordinary returns are the result of a more thoughtful, differentiated approach to investment management. Our strategies are tailored to those looking for insight that goes beyond the typical mutual fund or ETF.
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High-Conviction Equity

Equity+
Building wealth through long-term ownership of high-quality businesses
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Fixed Income

Income+
a “go anywhere” approach to maximizing income

Muni+
a low-risk approach to generating tax-advantaged income
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Discipline

The discipline to act only on exceptional opportunities and the conviction to stand against consensus.

Independence

A research process that generates independent insights on both risk and reward.

Results

An approach that sees through short-term noise in order to achieve long-term returns.