A complete list of active advisors currently associated with Seidman Investment Portfolios

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

Seidman Investment Portfolios provides tailored portfolio management, comprehensive financial planning, and periodic portfolio reviews to a client base that includes individual investors (including high‑net‑worth individuals) as well as institutional clients such as pension and Taft‑Hartley plans, endowments, and charitable organizations. Services may be delivered on a discretionary or non‑discretionary basis and encompass retirement and estate analysis, qualified plan reviews, and ongoing allocation recommendations. The firm emphasizes a long‑term, low turnover approach while also offering active tactical management that selects individual securities and seeks opportunities in perceived mispricings or out‑of‑favor sectors. Research and investment decisions draw on publicly available information and subscription services (for example, Morningstar, Value Line, Bloomberg and EDGAR), and accounts are reviewed at least quarterly or upon client request. Noteworthy distinctions include the principal’s separate, disclosed role as a licensed insurance agent and broker through a related insurance agency and broker — a relationship that can generate commissions and may consume up to 20% of the principal’s time, with clients explicitly free to use other agents. The brochure also lists a public website (seidmansays.com), describes ongoing written communications to clients, and discloses participation in Schwab’s institutional program, which provides custodial, trading and research resources in addition to standard custodian statements.

To learn more about the advisors currently working at Seidman Investment Portfolios, 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.