DBA SESLIA SECURITIES

Overview

Seslia Securities operates as a small, focused advisory and capital-allocating firm that leans heavily on liquid public markets while also tapping third‑party managers for private-market exposure. The firm serves individual and family clients as well as institutional relationships and mixes percentage-of-AUM and fixed-fee billing. Beyond portfolio management, Seslia Securities provides pension consulting, manager selection services and educational workshops, and it also carries an insurance brokerage practice — all of which shape how it blends investment solutions and outside managers into client programs. Investment preferences tilt toward equities and exchange‑traded instruments for core exposure, with a material complement of mutual funds and externally managed alternative strategies for diversification and yield. The advisory approach appears to favor discretionary management for most client portfolios while preserving tailored, non‑discretionary mandates where clients prefer more control.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices