Our firm's partners have been dedicated to the needs of the high net worth investor since the inception of their careers. Today, Seizert Capital Partners' clientele consists of some of the region's corporate, industrial and philanthropic leaders, and our firm's experience and expertise are best suited to assisting their needs. Our clients commonly face complex issues - such as how to handle concentrated holdings of low cost basis stock; how to maximize the value of their closely held corporations and partnerships; how to design and implement inter-generational wealth transfers; and how to satisfy philanthropic goals. They also often hold substantial non-financial assets as a significant portion of their wealth. While our role is to be a manager of capital, clients often turn to our firm for counsel in these areas as well, and for assistance in identifying other "best of class" specialists that meet their specific needs.

We are a multi-dimensional manager, where counseling and money management are key components of our service. Our approach is to embrace an "open architecture" where we rely on other world class advisors to create an optimum strategy and provide unparalleled service for our clients. Working closely with clients as well as their attorneys, accountants and consultants, we build relationships based upon integrity, communication and trust. Our methods and strategies are at all times anchored by a fundamental commitment to preserving capital. We maintain a time-tested discipline, and our goal is to maximize a client's returns on an after-tax basis.

Our approach to money management for the financially well-established harkens back to a day when money managers did more than simply buy and sell stocks - they counseled their clients as well; this was a relationship of great trust. We will not force a client into a pre-conceived model or product. Our experience has taught us that the only way to truly understand a client's objectives is to ask the right questions and then listen to the client's responses. Working with the other trusted family advisors, we build individualized portfolios that are consistent with the client's principles and vision for the future. This enables clients to concentrate on other priorities - whether it is an expansion of their family business or more leisurely pursuits - with full confidence that their financial goals are being reached.