Seabridge Investments

At SeaBridge Investment Advisors, we are dedicated to providing financial advice with a global perspective. Founded in 1997 by Garnett L. Keith, our team of experts has over 250 years of combined experience serving families and institutions. We are proud to be 100% employee-owned, which ensures that our interests are aligned with those of our clients. Our fee-only advisory services are designed to help you achieve your financial goals while ensuring transparency and accountability in our operations.

Our Principles

Our approach is guided by several key principles. We are committed to a client-centric approach, ensuring that every client receives personalized attention and tailored solutions. We also believe in fundamental, valuation-disciplined investing, which involves thorough research and analysis to make informed investment decisions. Additionally, we prioritize the intellectual development of our team members, recognizing that ongoing education and training are essential for delivering exceptional service. Finally, we maintain an internal expense discipline, ensuring that every dollar spent is justified by the value it brings to our clients.

Advisory Services

Our comprehensive investment and advisory solutions serve individual and institutional clients alike. We offer a range of services, including investment management, wealth management, and legacy advisory services. Our investment management services combine the personalized service of a boutique with the extensive experience of an institutional investment team. Our wealth management services are tailored to help you grow and protect your assets, achieve your financial goals, and secure a prosperous future for your family or institution. For those with a very long-term horizon, our legacy advisory services can help you define and achieve your legacy goals.

Our Team

Our team is comprised of experienced professionals with a deep understanding of the financial markets and a commitment to delivering exceptional service. Chris Hohlstein, our Senior Managing Director, focuses on client service, portfolio management, and business development. David Descalzi, Managing Director, manages several investment strategies and serves as the Chairman of the SeaBridge's Investment Committee. Garnett Keith, Chairman Emeritus, provides consultation on all aspects of the business and is a member of the SeaBridge's Investment Committee. Our team also includes Jay Kolyer, who assists in formulating macro investment views, and Nicole Goberman, who oversees business operations and compliance. Howard Chin, our Chief Investment Officer, oversees portfolio management for several strategies and is a member of the firm's Investment Committee.