Seabridge Investment Advisors LLC

SeaBridge Investment Advisors LLC is a registered investment adviser founded in 1996, managing client accounts since January 1997. The firm's owners are actively involved, with David Descalzi serving as Chairman of the Investment Committee. SeaBridge offers various global portfolio management styles and customizes portfolios based on client criteria. They provide discretionary management, advice to consultative clients, and financial planning services. As of December 31, 2022, the firm had Discretionary Assets Under Management of $374,626,969. SeaBridge charges management fees based on assets under management, with fees ranging from 0.50% to 1.50% annually depending on the investment strategy. The firm does not charge performance-based fees. Clients have investment discretion, allowing SeaBridge to select securities based on stated objectives. The firm reviews client portfolios regularly and provides reports on investment outlook, strategy, and results quarterly. SeaBridge has a Solicitor's Agreement with ProVise Management Group, LLC, and receives economic benefits from custodians like Schwab. The firm exercises investment discretion in voting client securities when authorized. SeaBridge has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings. For more details, clients can contact Chief Compliance Officer Nicole Goberman at 908-273-5085 or [email protected].