Smart Portfolio

Expert Portfolio Management, Built Around You

Automatically rebalanced smart portfolios designed to help you reach your goals and invest in what matters.

Peace of Mind

Someone You Can Count On

In today's online world, knowing there is someone you can count on regarding your finances is crucial. No matter where you are in life, you can depend on our investment management expertise to build a plan that can help you achieve financial security.

We offer automatically rebalanced, smart portfolios — built to help you reach your goals and invest in what matters. Our portfolios are carefully designed to put your needs front and center.

We also offer a wealth manager who can help you prioritize your goals — like saving for college and retirement — create a plan for reaching them, and provide portfolio recommendations.

Tailored to You

A Portfolio Designed for Your Goals

We'll help you tailor a portfolio designed to meet your investment goals utilizing a variety of investment products — including stocks, municipal bonds, corporate bonds, exchange-traded funds (ETFs) and new issues. And we enable you to combine a wide variety of investment options into a single account, allowing you to see your total investment performance in a single statement.

Auto

Rebalanced portfolios

Single account & statement

Investment products

24/7

Wealth manager access

Portfolio Management

Investing That Adapts to You

Portfolio management is the process of picking the type and mix of investments to achieve a specific investment goal, then monitoring and adjusting those investments over time.

We help you meet your longer-term goals with an investment strategy specifically designed for you. And we're transparent about the investment decisions we make for you, because we believe an informed investor is a better investor and a happier client.

Much like a tailor who alters the hem, sleeves, and collar of a suit to fit an individual's proportions, we take a variety of factors into account to create a portfolio tailored to your needs. At Global Seed Trust, we go beyond just recommending an asset or investment strategy. We stay in touch with our clients as their needs evolve and market conditions change — and we're invariably transparent about the investment decisions we recommend, because we believe an informed and well-educated investor is a better and happier client.

Our Approach

Our Approach to Portfolio Management

Flexible

Every investor has unique needs. Some want growth or cash flow, others want to avoid certain industries or companies. At Global Seed Trust, investment management starts with you. We take the time to understand your financial goals and needs. Only then can we create a tailored portfolio recommendation that focuses on your goals and adapts as the market changes.

Comprehensive

Many investors have an incomplete view of investing — focusing chiefly on US stocks and assets. Yet the US makes up only about half of the value of the world stock market. That's important because some of the largest, fastest-growing, best-run companies are outside the US. With a comprehensive, global focus, you can increase diversification and take advantage of opportunities many investment managers miss.

Discipline

You deserve a manager who does more than just pick stocks. We meticulously analyze markets, identify the most attractive investment categories, and then choose individual stocks, bonds, or other securities for your portfolio.

Dynamic

Many investment advisers stick to one style of investing, such as growth, momentum, or value. But what happens when their style falls out of favor? At Global Seed Trust, we prefer a flexible approach that can adapt to our forward-looking market views.