Seed Wealth Management

The Three Pillars to Our Approach


1

Low Fees

SEED limits a fee’s drag on performance by keeping ours low: Nothing for cash, 30bps for everything else.


2

Optimal Tax Efficiency

SEED drives tax efficiency primarily by maximizing tax-loss harvesting opportunities and tax-deferred account advantages.


3

Personalized Diversification

SEED recognizes the uniqueness of every investor and the resulting required flexibility for true diversification.