Seabridge Investment Advisors LLC
SeaBridge Investment Advisors LLC is an independent, employee-owned investment adviser headquartered in Summit, New Jersey. Founded in 1997 by Garnett L. Keith, the firm offers tailored wealth management and investment advisory services with an emphasis on long-term strategies for families and institutions. SeaBridge combines the client service of a boutique firm with the experience of an institutional investment team, and manages assets for wealthy families, individuals, and institutions. The team boasts over 250 years of combined investment experience and operates with a fee-only structure, having approximately 12 employees.
Investment Strategy
SeaBridge Investment Advisors LLC focuses on long-term wealth preservation and growth, providing customized investment strategies to high-net-worth individuals, families, and institutions. The firm's philosophy emphasizes prudent, fee-only management with a focus on client goals, risk management, and a disciplined approach tailored to each client’s unique circumstances. Their investment team leverages decades of market experience to balance growth and protection across diverse global asset classes, always prioritizing clients' legacies and financial objectives.
Top Holdings
Equity Positions (203)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEF | ISHARES TR | 3.87% | $23.8M | 247,025 | $96.12 | $96.46 | +$21.8M |
V VMBS | VANGUARD SCOTTSDALE FDS | 3.63% | $22.3M | 475,743 | $46.33 | $46.96 | +$7.7M |
A AAPL | APPLE INC | 3.39% | $20.9M | 82,080 | $61.75 | $254.63 | +$4.3M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3.34% | $20.6M | 73,665 | $65.59 | $279.29 | +$4.0M |
M MSFT | MICROSOFT CORP | 3.28% | $20.2M | 39,022 | $147.94 | $517.95 | +$1.2M |