A complete list of active advisors currently associated with DBA Seslia Securities
Warmer can help you find a great advisor at DBA Seslia Securities or one who fits your needs even better.
Seslia Securities provides investment management to individual and institutional clients, including educational institutions, endowments, nonprofits, trusts and corporations, and it conducts training and educational seminars to support client objectives. The firm also offers insurance products through employees who are licensed insurance brokers and delivers ongoing portfolio monitoring under limited discretionary agreements. Seslia typically implements portfolios using index funds, exchange‑traded funds and mutual funds, favoring diversified allocations and a general 60% equity / 40% income orientation that is adjusted to each client’s stated risk tolerance. It manages most assets on a limited discretionary basis while separately assisting other clients with direct investments in mutual fund F‑class shares under tri‑party agreements where Seslia advises but does not exercise trading discretion. With approximately $50 million in assets under management (about $40 million discretionary and $10 million in F‑class mutual fund assets), the firm provides quarterly account reviews and market commentaries and holds a multi‑year management agreement for a 501(c)(4) foundation. Seslia’s profile is atypical among peers because it serves state or municipal clients, routinely offers seminars/workshops, maintains in‑house licensed insurance brokerage capability, and does not concentrate on high‑net‑worth clientele.
To learn more about the advisors currently working at DBA Seslia Securities, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
St. Thomas, VI
| 21
| |
St. Thomas, VI
| 29
| |
Takoma Park, MD
| 37
|
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