Insights

Arch Peregoff Featured in Authority Magazine

Arch Peregoff of Seabird Investment Partners: 5 Things To Look For When Hiring a Financial Planner or Financial Adviser Excerpt Below: “Arch Peregoff founded Seabird in 2016 and currently oversees the firm’s investment strategies with over 32 years of investment experience. He began his career in 1988 at the Riderwood Group in Baltimore, MD where he served on the Board of Directors before moving to San Diego to pursue a career independently managing client portfolios.“ See full article in Authority magazine

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Asset Management vs. Wealth Management: Is there a difference?

“What’s the difference between an asset manager and a wealth manager? The easiest way to explain the difference is simply to look how each is likely to spend their day. In the Asset management business we spend about 90% of our day studying investment opportunities with the goal of maximizing returns for our clients in our three specific investment strategies. Our days are dedicated to being a thought-leader in our fields of endeavor, and to develop an ever increasing knowledge base. Wealth managers, on the other hand, provide a more holistic service. They may offer trust and tax advice or a whole suite of financial services. Generally, 90% of their day is spent in client service and acquisition. They may or may not add great value, and ironically one avenue of value is their potential to introduce their clients to best-in-class asset managers. You may think of them as financial generalists while asset managers such as Seabird are very much investment specialists.” -AP

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Welcome to Seabird’s new Insights page!

In addition to our quarterly memos we hope that you will find Insights a useful resource to stay informed about any news pertinent to our investment process, as well as general insights into markets and investing – basically all that makes us tick. Enjoy!

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