Seasonal Strategy

Overview

Seasonal Strategy operates as a sole-proprietorship independent RIA focused on individual and family clients. The firm combines financial planning with portfolio management for both individuals/small businesses and for businesses or institutions. Its advisory model mixes percentage-of-AUM billing with hourly and fixed-fee arrangements, which allows flexibility across simple planning engagements and ongoing discretionary portfolio relationships. Investment activity shows a clear preference for publicly available pooled vehicles—most of the firm's exposure is in mutual funds and other public funds—while it also uses third-party hedge funds as an alternative sleeve. The firm is not positioned as a capital allocator; instead it sources external managers and funds to implement client strategies. Seasonal Strategy does not describe itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices