Seelan Wealth Strategies LLC (SWS) provides a comprehensive, high level, institutional style wealth management platform through Coastal Investment Advisors.
In our portfolio construction we use correlated and non-correlated investments which we believe can smooth out and reduce the volatility.
The most important distinction in the investment world does not separate individuals and institutions, the most important distinction divides those investors with the ability to make high quality active management decisions from those investors without active management expertise.
The correct strategies for investors with active management expertise fall on the opposite and of the spectrum from the appropriate approaches for investor’s without active management abilities. Aside from the obvious fact that skilled active managers face the opportunity to generate market-beating returns in the traditional asset classes of domestic and foreign equity, skilled active managers enjoy the more important opportunity to create lower-risk, higher-returning portfolios with the alternative asset classes of absolute return, real assets, and private equity. Only those investors with active management ability sensibly pursue market-beating strategies in traditional asset classes and portfolio allocations to nontraditional asset classes.
At SWS we help to manage your wealth using offer comprehensive strategies and a mix of different securities products, including:.
- Fixed Indexed Annuities
- FDIC insured, guaranteed of principle product
- Fixed Annuities
- Alternative Investments and Strategies
- Retirement Plannings
- Stocks, Bonds, Mutual Funds, REITS.
The above strategies and investments are not suitable for all investors. Alternative strategies may involve complex illiquid investments or structures that could affect or delay your tax returns. There are no guarantees that any investment or investment strategy we recommend will be successful or that you will not lose money.