Financial Advisors

Today, most successful financial advisors recognize that building strong client relationships is the cornerstone of a growing practice.

Unfortunately, for small & mid-sized advisory firms, the time required to build and maintain client relationships leaves little opportunity to properly manage client portfolios. Some of the pitfalls of hiring an in-house analyst include the risk of trading error, time managing the employee, weighing down the business with an $80,000 - $100,000+ salary, and risk of a bad hire.

Seckel Capital Advisors offers financial advisors a complete investment solution.

Systematic ETF Strategies

All Seckel Capital Advisors' strategies are run on a systematic basis; meaning all portfolio decisions are completed in a methodical manner on a fixed basis. The key drivers of price, momentum, and volatility do not change and human emotion is removed from daily investment decisions. This component is key to avoid a common problem: 'analysis paralysis' - the state of over-analyzing a situation so that an action is never taken.

All of our strategies invest using Exchange Traded Products ("ETPs"). Unlike mutual funds, ETPs trade throughout the day. ETPs allow Seckel Capital Advisors to invest systematically into a liquid index.

To find out more about our suite of strategies, visit our Strategies page.

Flexibility

Seckel Capital Advisors has partnered with PlaceMark Investments. Placemark works with financial institutions and advisors to develop and manage sophisticated investment solutions and Unified Managed Account programs. Their customized solutions allow advisors to deliver superior service for their most demanding high net worth clients. PlaceMark provides Seckel Capital Advisors' strategies through TD Ameritrade, Schwab Institutional, Fidelity, and Pershing.

Support

Seckel Capital Advisors understands that some questions cannot wait. We provide all active financial advisors who use our strategies a way to contact our investment team at any time; whether by email or phone. Our commitment to service & support helps differentiate us from other investment groups.


Use the form below to contact us about accessing our investment strategies.

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