Seneca Financial Solutions

2717
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Seneca Financial Solutions
Categories:
BrokerFinancial AdviceIDPS ServiceInvestment ConsultantInvestment ManagementMDA ProviderResearch ConsultantPractice Management Consultant
Contact Persons
  • Details
  • What We Do

Who We Are

Seneca is a boutique investment specialist, focused on managed accounts. 

We assist financial planning practices develop, coordinate, and deliver timely investment portfolio advice to their clients, through a framework and philosophy aligned with their core values.

Seneca provides the following services:

  1. Outsourced investment management (SMA, MDA, Consultant)

  2. Third-party MDA (Either selecting from our existing in-house products or developing bespoke product for the individual practice)

  3. Investment Committee

  4. Asset Consulting.

Contact us

Email
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Phone
0414 443 236