A complete list of active advisors currently associated with Seeds

Warmer can help you find a great advisor at Seeds or one who fits your needs even better.

Seeds primarily provides investment management and related services to other financial institutions through sub‑advisory engagements, managing assets on behalf of those firms’ end‑clients. Through these relationships the firm also supports individual (including non‑high‑net‑worth) and institutional end‑clients and offers investment modeling, outsourced non‑discretionary trading, and OCIO support. Seeds builds strategies using a systematic, data‑driven process and proprietary models that incorporate direct indexing, ESG metrics, ETFs, mutual funds and, when appropriate, fixed income and derivatives, with an emphasis on long horizons, tax efficiency and low turnover. Its investment models and managed‑account solutions are distributed via third‑party platforms and a turn‑key platform, and the firm provides both discretionary sub‑advisory management and non‑discretionary model outputs or trading implementation for advisers. Noteworthy features include its primary focus on serving other advisers as clients (including sub‑advisory and OCIO arrangements), the availability of both asset‑based and fixed‑fee engagements, and the firm’s use of third‑party platforms to distribute models; the firm’s materials also disclose performance results and third‑party ratings. Seeds does not act as a private‑fund adviser, does not generally accept custody of client assets beyond fee deductions, and has an ownership affiliation with an advisory firm that engages Seeds’ services.

To learn more about the advisors currently working at Seeds, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.