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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-15-2011
- Office Locations
- 2
Office Locations
About Seasonal Strategy
Seasonal Strategy designs and manages client portfolios using its “SuperDiversification” approach—spreading risk across seven asset classes with a disciplined process and occasional tactical boldness, informed by 39 years in investing and trading. Serves retail investors (including entrepreneurs) with customized plans, a limited client base, and personalized quarterly reports, plus its quarterly newsletter, The Conservative Strategist. Custody commonly at Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT JAN GAVRICH
Chief Compliance Officer, Principal
- CRD
- #1040979
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Susan Price Gavrich
Investment advisor, Owner
- CRD
- #3144126
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,414,565 | $843,317 |
| Non-Discretionary | $2,099,387 | $1,267,420 |
| Total | $65,513,952 | $852,956 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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