Lauryn Agnew serves as a resource to non-profit organizations for investment consulting services, provides fiduciary education and trustee training for public fund and non-profit board and committee members, and offers strategic marketing analysis and asset gathering for firms with specialized investment strategies.
Non-profit organizations and public funds in the San Francisco Bay Area have benefitted from Lauryn Agnew’s expertise in policy development, asset allocation, manager selection and portfolio monitoring. Trustee training and fiduciary education are critical to effective board action, and Seal Cove Financial addresses investment and fiduciary issues with boards and committee members. Investment advisory clients have included traditional equity, fixed income and balanced managers, as well as hedge funds, family offices and fund of funds.
The predecessor firm to Seal Cove Financial, L.A.B. Consulting, was formed in 1994 in Moss Beach, California, in the neighborhood known as Seal Cove located on the Fitzgerald Marine Reserve, about twenty five miles south of San Francisco.