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. The firm constructs individualized Investment Policy Statements and manages portfolios across exchange-listed securities, fixed income, mutual funds and options as part of its ongoing advisory services. GSCM’s investment process is grounded in fundamental analysis and tailored to each client’s goals, risk tolerance and time horizon, with regular monitoring and quarterly reviews. The firm implements both long- and short-term trading strategies and can use margin (borrowing) in separately managed accounts, as well as short sales and options strategies, which is a less common practice among comparable team advisors. Compared with many peers, GSCM emphasizes in-house management (it does not select third‑party managers), a custodian arrangement with Raymond James that includes monthly soft-dollar services, and procedures that result in the firm being deemed to have custody when authorized to deduct advisory fees. The firm also maintains a stated $1,000,000 account minimum that may be waived depending on client needs.

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.