Seagate Capital Management specializes in customized strategies for high net worth and institutional investors. The strength of our team results in each client getting the highest level of responsiveness and advocacy across a range of portfolio allocation and asset protection strategies.
Our SMA platform offers a range of services to assist RIAs and Financial Advisors in their efforts to grow their clients’ wealth and their business.
  • 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?

Our size enables trading efficiencies and scalable customization to deliver value.
Discipled Active Management
Our investment process combines fundamental, bottom-up, and quantitative, top-down strategies.
Enhanced Client Experience

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