SGC offers customized investment solutions and strategies provided by top-notch investment professionals around the world with proven track records and a wide array of investment strategies across different types of asset classes.
The SGC managed accounts combine the advice and ongoing account monitoring to maximize your returns. Using SGC Managed Account Program will provide:
1- Access to experienced investment managers, with proven track records
2- Access to global markets
3- Access to different investment strategies and asset classes
4- Predictable management fees
5- Diversification of your investments
6- Rebalancing of your assets and monitoring of your overall investment strategy by industry professionals.

SGC Investment Approach

1- Personal Investment Profile: For the SGC investment Professionals it is very important to gain insight into the investment objectives of their clients, as well as into their attitudes towards risk and their investment horizon.

2- Tailored Asset Allocation: Asset allocation strategies are proposed for each currency or region per each client’s investment profile.

3- Portfolio Construction: Assisted by SGC Investment Professionals, investors are able to select custom-made asset allocations and asset types appropriate for their investment profiles.

4- Monitoring of the Investment Strategies: The SGC Investment Professionals will be periodically monitoring the investment strategies of each client to ensure that they are meeting the client’s investment objectives. This may result in rebalancing of the portfolio to bring it back to their original asset weightings and to make sure the asset classes have not drifted beyond established tolerance limits. Also, is important to make sure that client's objectives have not changed.if they have, changes should be made to his/her instment strategy (Asset Allocation) to reflect new investment objectives and profile focused set of options for investors. Global Select offers an extensive range of funds from well-known and highly regarded offshore and local market investment managers that represent nearly every major asset class and investment style. And, each of the funds in the programme has been researched and qualified by a team of experienced analysts.

Managed Account Solutions

We offer a full range of managed account solutions based on your investment goals, preferred investment style and your need for customization. Your Financial Advisor can help you choose from a wide selection of fee-based options including professional management from the industry’s best investment managers.

Managed accounts provide a great deal of flexibility to accommodate your goals and investment style. Your Financial Advisor will work with you to choose from:

Individual Securities - professional money managers construct a portfolio of individual securities targeted to a specific area of the market and investment style aligned with your long-term financial objectives.

Exchange Traded Funds (ETFs) - a portfolio of low-cost, tax-efficient ETFs managed to achieve a high degree of diversification.

Mutual Funds - a diversified portfolio of mutual funds selected based on manager quality and long-term performance, managed to your specific needs and objectives.

Unified Managed Accounts (UMA) - provide access to multiple investments including stocks, bonds, exchange traded funds (ETFs), mutual funds and other investment vehicles within one account.

Choose Your Level of Involvement

You will always have control over your assets but, if you desire a greater level of control, we offer nondiscretionary managed accounts. This allows for even more collaboration with your Financial Advisor while implementing a professionally managed investment strategy for you.

All investments carry a certain degree of risk, including the possible loss of principal. There is no assurance that an investment will provide positive performance over any period of time. There are specific risks that apply to investment strategies. These risks should be reviewed carefully before taking any investment action. Since no one investment style or manager is suitable for all types of investors, this site is provided for informational purposes only. The statements contained herein are the opinions of Seagate Capital Corp. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. This site contains no investment advice or recommendations. Individual investor results will vary. Past performance is no guarantee of future results. Separately managed accounts programs have varying terms. Please contact your financial advisor for your program’s information. Seagate Capital Corp, a registered investment adviser, provides Managed Accounts marketing services for its affiliates that are registered investment advisers. NIA and all such affiliates are independent investment subsidiaries of Seagate Capital Corp. This web site is provided by Seagate Capital Corp.

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