Managed accounts
Portfolio management through non-pooled, separately managed accounts.
Seraphim Capital Management
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About Seraphim Capital Management
In New York City, Seraphim Capital Management is a financial advising and wealth management firm. It manages non-pooled, separately managed account portfolios. The team develops investment strategies around clients' objectives and risk tolerance, using research and disciplined processes to guide portfolio decisions. Services include regular portfolio reviews and ongoing communication. A global investment outlook informs diversification and monitoring of economic trends. For clients concerned with environmental and social governance, the firm works with them to build portfolios aligned with those values. A CPA's expertise also contributes to the firm's tax-efficient investment strategies. Its approach combines portfolio management with broader wealth management, tailoring investment decisions to each client's priorities.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Regular reviews
Ongoing communication and portfolio reviews guide investment decisions
Values alignment
Portfolios can reflect environmental and social governance priorities.
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