Seagate Capital Management®

Seagate Capital Management® is an asset management firm headquartered in Naples, FL, specializing in customized investment strategies for discerning RIAs, family offices and institutional investors.

Model Portfolio Management

As the institutional arm of our firm, Seagate Capital Management® collaborates with select family offices and RIAs to provide specialized solutions to navigate market challenges and opportunities. Our investment solutions seek to bolster client acquisition, deepen client relationships, and enhance profitability through direct portfolio management strategies tailored to the unique needs of each client.

Each of these relationships is unique and we welcome the discussion to create a custom solution that suits the needs of your firm.

Customized Strategies for Institutional Investors

Our Separate Managed Account (SMA) platform offers a broad spectrum of investment solutions to assist institutional investors in their efforts to grow their clients’ wealth and their business.

Equities

  • Domestic
  • Global
  • Value
  • Growth

Fixed Income

  • Balanced
  • Corporate
  • Municipal

Why Seagate Capital Management®?

Our size enables trading efficiencies and scalable customization to deliver value.

Our investment process employs both fundamental, bottom-up, and quantitative, top-down strategies.

With a client-first mindset, we cater to individual client needs for transparency, customization and ease.