David Johnson, Partner, SEIA met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s comprehensive wealth services and customized investment portfolios.
“A majority of our assets come from private wealth,” says Johnson. SEIA, an $8.4 billion RIA, works primarily with private clients to deliver comprehensive financial planning services and investment management. In today’s unsure market, Johnson says client discussions often center around prioritizing financial goals, protecting concentrated equity, and controlling volatility.
As a non-discretionary investment shop, SEIA advisors directly manage each client portfolio. Although each advisor has ultimate control of investment decisions, the due diligence process is supported by a robust team of analysts and an expert investment committee.
To learn more, head to SEIA.com.