Disciplined Perspective

We follow a highly structured, systematic, and disciplined investment strategy designed to maximize wealth in a conservative, well thought out manner.

Seneca Asset Management clients are neither speculative nor high-risk investors. Instead, they understand that any attempt to predict short-term results is not in their best interest. Years of experience has led our team to adopt a long-term, structured index approach to investing. Rather than relying on shifting trends or fleeting emotions, this managed, disciplined approach captures market returns in each of the important asset classes of a well-diversified investment portfolio. Its performance, as measured by dimensions of risk and return, is one of the surest and safest strategies to successful long-term investing.

Where many are tempted to select investments on the basis of feelings or instincts, our approach is disciplined, academically sound and positioned to succeed over time. We first ask insightful questions and listen intently to your individual situation. We then help you clarify the objectives and goals you have for yourself and your family. Finally, we develop and implement a financial plan and provide investment management in order to accomplish the goals of the plan. The result is a powerful vision for your future, and a realistic plan to achieve that vision.

This patient, long-term perspective has allowed us to enjoy relationships with clients that span many years, and even generations. Perhaps most importantly, this steady, long-term perspective offers our valued clients with the stability, financial freedom and protection they deserve.

Research Base

Our Global Investment Research division provides original, fundamental insights and analysis for clients in the equity, fixed income, currency and commodities markets. Covering areas such as economics, portfolio strategy, derivatives and equity and credit securities in more than 25 stock markets and 50 economies and regions around the world.

In-Depth Expertise

We have dedicated teams covering a wide range of markets, economies and issues.

Equity Research

has industry and sector teams that analyze stock markets worldwide to identify investment opportunities.

Macro Research

analysts analyze a wide range of securities, markets and economies. Economic Research analysts provide macroeconomic, foreign exchange rate and interest rate forecasts. Strategy Research analysts provide market views, forecasts and recommendations covering areas such as asset allocation and investment strategies, and Commodities Research analysts forecast commodity prices.