Seed Wealth Management, Inc.
Seed Wealth Management, Inc. is a Registered Investment Advisor based in Evanston, Illinois. Founded in 2014 and 100% owned by Jonathan H. Seed, the firm provides fee-based portfolio management services for individuals and institutions, emphasizing low fees, optimal tax efficiency, and customized diversification. The firm does not sell commissioned financial products and offers personalized asset management rooted in Modern Portfolio Theory. SEED also delivers subadvisory solutions to unaffiliated investment advisers, adapting mandates to client objectives and risk tolerance. As of February 2024, SEED is registered with the SEC and primarily serves US investors.
Investment Strategy
Seed Wealth Management invests using Modern Portfolio Theory, structuring value-biased portfolios aimed at minimizing risk and maximizing returns for clients. The firm prioritizes low fees (charging 30 basis points for assets except for cash), tax efficiency through methods such as tax-loss harvesting and leveraging tax-deferred accounts, and tailored diversification to adapt to individual clients’ unique profiles, goals, and risk tolerances. Investment decisions are made on a discretionary basis, and clients authorize SEED to execute ongoing transaction recommendations. The firm also crafts customized investment allocations for third-party advisers, ensuring portfolio mandates match specific investor needs.
Top Holdings
Equity Positions (111)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JMBS | JANUS DETROIT STR TR | 4.72% | $6.8M | 149,544 | $45.32 | $45.67 | +$172.3K |
S SCHP | SCHWAB STRATEGIC TR | 4.06% | $5.9M | 218,375 | $26.14 | $26.95 | +$53.5K |
S SCHB | SCHWAB STRATEGIC TR | 3.69% | $5.3M | 208,063 | $15.47 | $25.71 | -$50.2K |
A AVUV | AMERICAN CENTY ETF TR | 3.10% | $4.5M | 45,150 | $76.69 | $99.53 | +$302.3K |
B BOXX | EA SERIES TRUST | 2.68% | $3.9M | 34,045 | $105.88 | $113.86 | +$33.4K |