A complete list of active advisors currently associated with Thomas Seaman Company

Warmer can help you find a great advisor at Thomas Seaman Company or one who fits your needs even better.

The firm provides discretionary portfolio management to individuals and high‑net‑worth clients, including families and trusts, under a written investment management agreement and an investment policy statement tailored to each client. Portfolios are separately managed and reviewed at least annually to align with clients’ goals, risk tolerance, tax situation, and liquidity needs. Its investment approach is balanced, combining cash and fixed income with passive equity ETFs (including S&P 500, Nasdaq‑100, Russell 2000 and S&P MidCap 400 exposures) and selective, value‑oriented active equity selections. For clients with appropriate risk profiles the firm may use margin borrowing and, occasionally, derivatives such as put options in separately managed accounts to enhance returns, fund liquidity needs, or partially hedge downside risk. Distinctive aspects include the firm’s explicit use of borrowing and derivatives within separately managed accounts — practices that are relatively uncommon among independent peers — and its policy of sometimes retaining existing mutual fund share classes that carry 12b‑1 fees to avoid triggering taxable events when converting share classes. The firm directs trading and custodial relationships through a recommended custodian platform and discloses access to research and platform benefits obtained via that arrangement.

To learn more about the advisors currently working at Thomas Seaman Company, 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.