Asset allocation is an investment strategy that seeks to balance risk versus reward by adjusting the percentage of each asset class in an investment portfolio according to investor’s risk tolerance, goals and investment time frame. Read More ›
SeaCrest provides a variety of customized fixed-income portfolios for our clients.
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The SeaCrest Global Clean Energy Composite tracks the SeaCrest Global Clean Energy Index, a market capitalization-weighted equity index designed to serve as a benchmark for global stocks traded on major US stock exchanges. This portfolio tracks the following clean energy sectors: Clean & Renewable Energy, Energy Efficiency, Infrastructure, Materials, Power Management and Water Management. Read More ›
SeaCrest Investment Management’s International Sovereign Debt Portfolio seeks to maximize return by investing in the sovereign, quasi-sovereign and supranational debt instruments of developed (ex-US) and emerging nations. Read More ›
The portfolio seeks to deliver a high level of income consistent with superior risk-adjusted returns. Read More ›
SeaCrest Master Limited Partnership Portfolio’s benchmark is the Alerian MLP Infrastructure Index or AMZI Index, a capped, float-adjusted, capitalization-weighted index which is composed of approximately 25 energy infrastructure MLPs and is a midstream-focused subset of the AMZ index. The SeaCrest MLP strategy’s constituents earn the majority of their cash flow from the transportation, storage, and processing of energy commodities. Read More ›
The portfolio seeks returns that generally correspond to the performance of the U.S. Intermediate-term Government Bond Market.Read More ›