Seizert Capital Partners
Seizert Capital Partners, LLC, established in 2000, is a registered investment advisor specializing in discretionary portfolio management services for institutional clients, high net-worth individuals, and collective investment trusts. The firm's portfolio managers, David Collon, Edward Eberle, and Thomas Kenny, collectively own 100% of the firm. SCP offers equity asset management services tailored to each client's unique investment goals and objectives. High net-worth clients receive personalized portfolio management based on financial information, investment goals, risk tolerance, and time horizons. SCP provides services through dual contract managed account programs, sub-advisory relationships, and unified managed account programs. As of December 31, 2024, SCP managed approximately $2.4 billion in assets under management. Fees for separately managed accounts range from 0.25% to 0.75% of assets under management, with negotiable fees based on account size and investment strategy. SCP acts as a fiduciary for clients, ensuring best execution and voting proxies in clients' best interests. The firm has robust policies and procedures in place to protect client privacy and maintain the confidentiality of personal information.
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