Seed Wealth Management, INC.

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Home Investment Management Seed Wealth Management Where Smart Money Grows Seed Wealth Management, Inc. is a Registered Investment Advisor rooted in Modern Portfolio Theory. We take full advantage of the rewards of investing in a value biased portfolio by keeping fees and taxes low while minimizing risk through personalized diversification. Low Fees, Optimal Tax Efficiency, and Customized Diversification are the three pillars of our firm s foundation, built as a fertile place for smart money to grow. The Three Pillars to Our Approach 1 Low Fees SEED limits a fee s drag on performance by keeping ours low: Nothing for cash, 30bps for everything else. Read more 2 Optimal Tax Efficiency SEED drives tax efficiency primarily by maximizing tax-loss harvesting opportunities and tax-deferred account advantages. Read more 3 Personalized Diversification SEED recognizes the uniqueness of every investor and the resulting required flexibility for true diversification. Read more

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