- Complimentary in-kind portfolio review
- Transparent on-boarding proces
- Portfolio customization assistance
- Specialized service team
- Simplified account opening process
Model Portfolio Management
We partner with select financial advisors and RIAs to provide a unique perspective and help them navigate the challenges and opportunities their clients face. Seagate Capital Management offers our investment solutions to help advisors obtain new business, deepen existing relationships, and allow them to grow their profitability through direct model portfolio delivery.
Each of these relationships is unique and we welcome the discussion to create a custom solution that suits the needs of your firm.
Why Seagate Capital Management?
With a “client-first” mindset, we cater to individual client needs for transparency, customization and ease.
Moran Wealth Management® is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation