Seizert Capital Partners, LLC
Seizert Capital Partners, LLC is a Birmingham, Michigan-based registered investment adviser founded in 2000. The firm is principally owned by its portfolio managers and specializes in managing equity securities. Seizert primarily serves institutional clients (such as pension funds, endowments, and foundations), collective investment trusts, and high net-worth individuals, providing discretionary asset management tailored to each client's investment policy and objectives. As of 2025, they employ approximately 16 professionals.
Investment Strategy
Seizert Capital Partners uses discretionary management to provide equity asset management services for institutional clients, collective investment trusts, and high net-worth individuals. Their approach emphasizes customized portfolio construction based on each client's investment policy statement and restrictions, focusing on specialized management of equity securities. Investment strategies are tailored through close assessment of client objectives and are executed with an emphasis on fundamental research and disciplined risk management.
Top Holdings
Equity Positions (171)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPM | JPMORGAN CHASE & CO. | 3.56% | $80.9M | 279,089 | $75.58 | $289.91 | +$12.7M |
G GS | GOLDMAN SACHS GROUP INC | 3.17% | $72.0M | 101,740 | $233.78 | $707.75 | +$16.5M |
W WFC | WELLS FARGO CO NEW | 2.98% | $67.7M | 845,382 | $44.14 | $80.12 | +$7.5M |
P PYPL | PAYPAL HLDGS INC | 2.72% | $62.0M | 833,784 | $77.52 | $74.32 | +$17.5M |
Q QCOM | QUALCOMM INC | 2.56% | $58.3M | 366,137 | $150.60 | $159.26 | +$8.7M |