Portfolio Management and Advisory Services
Seaside Wealth Management provides customized portfolio management and investment advice to clients with a wide variety of investment objects and risk tolerances. Unlike many other banks and financial service firms, 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 on researching and selecting the asset mangers who are best able to accomplish your unique financial goals and individual needs. In constructing your portfolio we may engage:

• Separate Account Managers
• No load mutual funds
• Exchange Trade Funds
• Alternative Investment Strategies

Custody Services
Seaside offers a wide variety of custody services to our clients including:

• Safekeeping of assets
• Low cost trade settlement
• Collection of income
• Processing corporate actions
• Pricing of securities positions
• High Yielding money fund sweep vehicles for cash balances
• Customized performance tracking capabilities
• Principal and income reporting

For more information, please contact your Client Advisor or call Seaside Wealth Management directly at 407-567-2216.