Marc Christopher Seward

Provides investment, insurance, tax and other wealth management services

Functions as a College/University

Enviso Wealth creates unique portfolio strategies based on asset allocations designed to meet each client's individual needs and objectives. Due to changing needs, changing market conditions, the presences of additional opportunities, the firm employs a dynamic asset allocation process and continually aligns asset allocation to reflect the client's overall portfolio strategy. Enviso Wealth acts as a manager of managers, outsourcing the management of portfolios to managers with distinct expertise and access to opportunity. They incorporate global diversification strategies including tactical management, as well as traditional and alternative asset classes to provide the most efficient risk-adjusted returns. Enviso Wealth offers evaluates and manages a variety of alternative investment opportunities including private equity, venture capital, private debt funds and real estate. The firm seeks to provide clients and investors managed portfolios of alternative investments that have the potential to provide discorrelation from the traditional fixed-income and equity markets and to reduce overall portfolio risk exposure. Their alternative investment strategy is designed to identify unique and underserved opportunities within niche market segments. They look for opportunities in markets or submarkets that are highly-fragmented and inefficient because these segments typically involve less competition from larger private equity funds or investment banks. Enviso Wealth offers extensive funding options from both proprietary funds and a strong network of external institutional partners. The firm seeks to partner with and invest in industry or sub-market leading companies with successful track records, proven management teams, shared financial goals between management and shareholders, sustainable competitive advantages, existing profitability or well-defined and credible profitability plans and realistic exit opportunities within a 2- to 5-year period.