Category: SEIA In the News

21 posts categorized as "SEIA In the News"

Media Highlights

September 28, 2017 SEIA


Volume VI 2017 includes key media acknowledgements that SEIA has received, alongside key national news stories.
Click here to download the full report.

Fed Raises Interest Rates for Third Time Since Financial Crisis

March 15, 2017 SEIA


SEIA Chief Investment Office Deron McCoy was featured in this New York Times article by Binyamin Appelbaum on March 15, 2017. Read the full text here.

Investment Strategies Forum Question: What exposure do you look for in ETFs?

March 9, 2017 SEIA


PAM talks with Rusty Vanneman from CLS and Mark Copeland from SEIA about what they see in the ETF space. To read the full article click here.

Signature Estate and Investment Advisors Reaches $6 Billion in Assets; Celebrates 20 Years

February 8, 2017 SEIA


SEIA was featured in an article on PR Newswire. To read the full article click here.

Media Highlights

January 19, 2017 SEIA


Volume V 2017 includes key media acknowledgements that SEIA has received, alongside key national news stories including:

Investment Strategies Forum Question: What exposure do you look for in ETFs?, Private Investment Management, March 9, 2017
Signature Estate and Investment Advisors Reaches $6 Billion in Assets; Celebrates 20 Years

Download here.

The Los Angeles Business Journal’s Best Places to Work

September 4, 2016 SEIA


Signature Estate & Investment Advisors, LLC® was recently named as one of the Best Places to Work in Los Angeles. This tenth annual program was created by the Los Angeles Business Journal and Best Companies Group.
This survey and awards program was designed to identify, recognize and honor the best employers in Los Angeles, benefiting the county’s economy, workforce and businesses. The list is made up of 100 companies. Signature Estate & Investment Advisors, LLC® has been named one of this year’s Best Places to Work in Los Angeles.
To be considered for participation, companies had to fulfill the following eligibility requirements:
– Be a for-profit, not-for-profit business or government entity;
– Be a publicly or privately held business;
– Have a facility in Los Angeles;
– Have at least 15 employees in Los Angeles;
– Be in business a minimum of one year.
Companies from across the county entered the two-part survey process to determine the Best Places to Work in Los Angeles. The first part consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems and demographics. This part of the process was worth approximately 25% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 75% of the total evaluation. The combined scores determined the top companies and the final rankings. Best Companies Group managed the overall registration and survey process in Los Angeles, analyzed the data and determined the final rankings.
The actual rankings will be revealed at a special event on August 16, 2016, then published in the August 22, 2016, issue of the Los Angeles Business Journal.
For more information on the Best Places to Work in Los Angeles program, visit www.BestPlacestoWorkLA.com.

Media Highlights

August 29, 2016 SEIA


Volume IV 2016 includes key media acknowledgements that SEIA has received, alongside key national news stories.
Download it here.

FA’s 2016 Annual RIA Ranking

July 20, 2016 SEIA


Click here to see the full list.

The Los Angeles Business Journal’s list of the 100 Largest Money Management Firms

May 30, 2016 SEIA


SEIA was featured in the top 100 largest money management firms.
Click here to see the full list.

What should you do with that 401(k) when you retire?

April 22, 2016 SEIA


SEIA was featured in the Washington Post.
Click here to read the full article.

Why You Should Do A Digital Inventory of Your Assets

February 8, 2016 SEIA


SEIA’s very own Tom West was featured in this U.S. News article.
To read the full article click here.

The Top 25 High-Net-Worth Advisors in 2016

January 4, 2016 SEIA


SEIA was ranked among the 25 top high-net-worth advisors in 2016.
See the full list here.

Media Highlights

October 19, 2015 SEIA


Issues II & III of 2015 highlight SEIA’s featured articles throughout the year. Including articles such as:

Lamar Odom’s medical debacle offers lessons on estate planning, InvestmentNews.com, 10/19/15
The Right Way to Take Your IRA Withdrawals, Time.com, 10/14/15
The Shocking Things People (Especially Those Over 64) Don’t Know About Medicare, Huffington Post, 10/05/2015
Where to Stash Your Cash, Barron’s, 10/03/15
14 Technologies Seniors Should Use To Make Life Easier, About.com, 10/02/15
Prepare Your Bond Portfolio for Rising Interest Rates, The Street, 09/23/15
Barron’s names SEIA CEO Brian Holmes as a Top Independent Financial Advisor for Nine Consecutive Years, Market Wired, September 15, 2015
3 Ways Rising Interest Rates Could Affect Retirees, The Street, September 9, 2015
Financial Tips for Career Changers, U.S. News & World Report, August 2015
Financial Tips for Career Changers, Yahoo! Finance, August 2015
SEIA named on Los Angeles Business Journal’s Best Places to Work list, August 2015
When $1.5 Million Isn’t Enough for Retirement, Money Magazine, July 2015
Is Your Financial Advisor a Good Curator?, U.S. News & World Report, July 2015
Los Angeles Business Journal: The 100 Largest Money Management Firms,June 2015
Signature Estate and Investment Advisors, LLC Crosses $5 Billion in Managed Assets, May 2015
How to Jump Into the Foreign Rally, Wall Street Journal, May 3, 2015
Epic Rally in Stocks to Keep Running, CNN Money, April 2015
Take Advantage of Tax Alpha, InvestmentNews, April 2015
Q2 Investing Strategies: Top Five ETF Buys From Powerhouses With $1 Billion+ In Assets Under Management, Forbes, April 2015

To read issue II click here.
To read issue III click here.
 

Consistency Matters

October 15, 2015 SEIA


Brian D. Holmes was recently ranked in Barron’s list of the top independent financial advisors for the ninth consecutive year. See the full article here.

Brian Holmes, CEO of Signature Estate and Investment Advisors, Named to Barron’s Top 100 Independent Financial Advisors List for 8th Consecutive Year

October 1, 2014 SEIA


This article features Brian Holmes as one of Barron’s top independent financial advisors for the 8th consecutive year.
To read the full article click here.

Paul Taghibagi of Signature Estate and Investment Advisors, Named to Barron’s Top 100 Independent Financial Advisors List for 3rd Consecutive Year

October 1, 2014 SEIA


This article features Paul Taghibagi as one of Barron’s top independent financial advisors for the 3rd consecutive year.
To read the full article click here.

Los Angeles Signature Estate and Investment Advisors SEIA Continues Rapid Growth Now at 4 Billion in Managed Assets

June 30, 2014 SEIA


Signature Estate and Investment Advisors, LLC (SEIA), a full service wealth management firm headquartered in Southern California, has surpassed $4 Billion AUM* and is growing at a rapid pace, with a completely organic approach that exemplifies the power of independent financial advice. The firm has created an advisor-client-community service ecosystem second to none, that fuels growth by optimizing the way clients receive financial advice.
 
To read the full article clic

How Will this Year’s Presidential Election Influence the Financial Markets

June 29, 2012 Brian Holmes


Every presidential election highlights stock market performance as a function of whichever party is in office. Read the full text here.

Is Inflation my Friend or Foe?

June 29, 2011 Brian Holmes


Inflation is once again in the financial headlines, even though just two years ago the consumer price index was negative for the first time in 55 years. Read the full text here.

Is California a State to invest in or Avoid?

October 28, 2010 Brian Holmes


The Economic demise of California is greatly exaggerated. Read the full text here.