Seagate Global Wealth Management (SGWM) assists institutional investors, family offices and high net worth individuals to discretely and responsibly manage their financial assets in the US and between Asia and the US. 

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All accounts are held at Charles Schwab & Co in segregated accounts owned by the client and covered by up to $500,000 of SIPC insurance and the Schwab Excess SIPC Program.  (See www.schwab.com.) SGWM manages your account per your instructions and assists in managing other related affairs. Schwab, one of the world's largest financial firms, serves as your custodian while SGWM acts as your personal unconflicted independent investment advisor to help you reach your goals. 

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SGWM offers investment advisory services through Capital Markets IQ, LLC, an SEC registered investment advisor.   

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