SEIDMAN INVESTMENT PORTFOLIOS

Overview

Seidman Investment Portfolios is a small, independent Registered Investment Adviser operating as a sole proprietorship that serves individuals and families. The firm combines traditional financial planning and discretionary portfolio management with insurance brokerage services and the publication of client-focused periodicals. Its stated investment preference is equities, and the practice leans heavily on exchange-traded securities and ETFs as the primary vehicles for client allocations. Seidman is not an active ESG investor and does not position itself as a multi-state or institutional capital allocator; instead, it provides hands-on advisory relationships for individual and small-business clients. Fee arrangements include a percentage-of-AUM schedule supplemented by hourly charges for planning or consultative work. The firm’s advisory scope spans financial planning, ongoing portfolio management for individuals and small businesses, and client communications via newsletters and similar publications.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices