Broker Check

Investment Research

Seaport Financial utilizes a combination of internal and external sources to analyze the various products and mutual funds recommended to its clients.  Principal emphasis is placed on quantitative screening coupled with fundamental analysis; this includes reviewing numerous information sources to determine which represents real value in the economic and investment environment that appears to be evolving. 


Principal sources of information include (but are not necessarily limited to) company-prepared reports or fundamental research information, contact or meetings with company spokespersons, various government and SEC filings, annual reports, trade journals and contacts with industry consultants or experts, review of financial newspapers and magazines, and meetings or discussions with competitors, vendors and customers.