Sarasota, FL Office

Seeds primarily provides investment management and related services to other financial institutions through sub‑advisory engagements, managing assets on behalf of those firms’ End‑Clients. The firm offers discretionary sub‑advisory portfolio management, outsourced trading and rebalancing, investment modeling distributed via third‑party platforms, and OCIO support delivered through an investment management software Platform.

Seeds uses a systematic, data‑driven investment process with a long‑term focus, combining proprietary model construction, periodic monitoring, and inputs such as ESG metrics to build diversified, tax‑aware portfolios. Strategies include direct indexing using single stocks, ETF and mutual fund exposures, and customized model outputs with proprietary rebalancing that seek alignment with broad benchmarks while honoring client preferences.

Distinctive features disclosed in the brochure include a minority ownership and operational affiliation with another registered adviser that engages Seeds for sub‑advisory services, a relationship the firm addresses through disclosures and allocation policies. Seeds also operates firm test trading accounts for platform and trading validation with specific safeguards (isolated trading windows, audits, a prohibition on block trading with client orders) and a policy to donate any firm trading profits to a 501(c)(3) foundation.