Investment Management
The Seed Money Consulting Investment Management Promise
Clarity over complexity. Strategy over noise. Decisions you understand and trust. Investing designed to support real lives, real businesses, and long-term confidence.
Investment Management
A modern, transparent approach to investing—built for today’s clients, not legacy institutions. We focus on long-term ownership, thoughtful research, and direct access to high-quality public companies, without account minimums or unnecessary complexity.
Our Investment Philosophy
We believe investing should be understandable, intentional, and aligned with real life goals. Our approach emphasizes long-term ownership in strong, innovative businesses, disciplined decision-making, and patience—rather than short-term speculation or excessive trading.
Modern Tools, Independent Research
We use a modern brokerage platform, Altruist, alongside independent research and analysis from Morningstar and Value Line. These tools support informed investment decisions grounded in fundamentals, long-term value, and innovation.
Direct Ownership, Buy-and-Hold Strategy
Client portfolios are invested directly in individual stocks and bonds using a disciplined buy-and-hold approach. We focus on publicly traded companies with durable business models, strong leadership, and long-term growth potential.
Accessible by Design
There are no account minimums. Investment management is available to clients at every stage, with flexible implementation and ongoing guidance. Clients also have access to high-interest savings accounts through our custodial platform at no additional cost.
Your Investing Style Matters
Investing isn’t just about numbers—it’s about behavior. Take a short Investment Management Assessment to better understand your risk tolerance, emotional responses, and decision-making style when markets move. At Seed Money Consulting, an experienced advisor partners with you to keep investment decisions objective, disciplined, and aligned with your long-term goals—especially during periods of uncertainty.
Compliance
Investment advisory services involve risk, including the possible loss of principal. Past performance is not indicative of future results. No investment strategy can guarantee success or eliminate risk, and all investing decisions should be considered in light of individual goals and circumstances.
Please review our Form ADV Part 2 (Registered Investment Advisory Brochure) for detailed information about Seed Money Consulting. This disclosure outlines our financial planning and investment management services, including associated benefits, fees, and important considerations. Our latest filings can be found on the SEC’s website at www.adviserinfo.sec.gov. Our firm’s name or CRD# 306209 can be used as a search term. SMC Filings (LINK).