A complete list of active advisors currently associated with Greenfield Seitz Capital Management, LLC

Warmer can help you find a great advisor at Greenfield Seitz Capital Management, LLC or one who fits your needs even better.

Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and government entities, managing roughly $363 million in discretionary assets. The firm prepares an Investment Policy Statement for each client and provides retirement‑account rollover recommendations while acknowledging its fiduciary duties. GSCM employs fundamental analysis and constructs portfolios through asset allocation and individual security selection, implementing both long‑ and short‑term trading. Its stated strategies may include short sales, options writing (including uncovered and spread strategies), and margin transactions, and all management is conducted in‑house on a discretionary basis with at least quarterly reviews. A distinctive element is the firm’s explicit use of borrowing (margin) within separately managed accounts and its willingness to employ more advanced instruments and strategies, items the brochure highlights as part of its risk profile. The firm also discloses the economic incentive tied to recommending rollovers to IRAs and describes an impartial conduct standard intended to address that conflict.

To learn more about the advisors currently working at Greenfield Seitz Capital Management, LLC, 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.