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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Memos

Q1 2022 Memo

There’s no shortage of topics to discuss in our quarterly memo and we’ll attempt to give them the scrutiny they deserve. We’ll start with the war in Europe, provide an update on the Puerto Rico settlements, move on to interest rates, and end with a recap of our portfolio performance.

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Memos

Q2 2022 Memo

Investment industry custom is often to write provocative quarterly letters – a custom we’ve adhered to often in the past. This quarter we’ll be brief. At current levels, fixed income yields are more attractive than at any time in the recent past, save for brief moments at the onset of the pandemic.

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