With your financial plan in place, we are ready for the third step in Seaside Elite – Asset Manager Selection. Seaside Wealth Management embraces an open architecture in the selection process of asset managers. This means that we do not offer internally produced asset management products. We believe that it is difficult to be objective and maintain our clients' best interest if we sell our own products. Instead, we focus our considerable resources and talent researching and selecting the asset managers who are best able to accomplish your unique financial goals and individual needs.

To fulfill your financial goals, we have established a formal due diligence process to screen the industry for asset managers who are best suited to meet your needs. Our process is extensive and includes a number of quantitative and qualitative screens to select managers. We avoid any special financial arrangements which may cloud our judgment in this regard.

Our due diligence process is perpetual. We will continually monitor the asset managers' and other financial services providers' performance to ensure the highest standards are maintained. We will not hesitate to recommend the replacement of any manager who fails to meet those standards.