SEEK & FIND FINANCIAL

Overview

Seek & Find Financial is a small, privately held investment advisory organized as a limited liability company that manages portfolios for individuals, families and select institutional clients. The firm’s advisory work centers on discretionary portfolio management for individuals and small businesses, with an additional practice offering pension consulting services. Fee arrangements are charged as a percentage of assets under management. Investment approach leans toward using pooled public investment vehicles as the core of client portfolios, with a complementary allocation to third-party alternative managers. The firm is not an active ESG investor and operates on a single-state basis. An affiliation with an insurance company is noted, which informs use of insurance products within client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices