We believe that investment management and prudent portfolio allocation can be accomplished with an overall wealth management strategy
Welcome to Signature Estate & Investment Advisors, LLC
Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering wealth management services tailored to meet the unique needs of affluent individuals, institutions and corporations.
SEIA’s reputation is earned on a daily basis in each client relationship and professional affiliation we maintain. Accordingly, SEIA and its affiliates manage $5.8 billion in client assets as of December 31, 2016.
SEIA offers specialized expertise, adhering to the strict principles and ethical standards set forth by the CFA Institute and Certified Financial Planner Board of Standards, Inc. SEIA partners and advisors concentrate on the strategic collaboration of the following areas:
- Investment Management: portfolio management and trading of securities based on client needs, objectives and risk tolerance.
- Financial Planning: careful review of client’s financial position, stated goals and objectives along with an appropriate financial plan. Includes insurance planning, estate planning, legacy planning, corporate benefit planning and/or philanthropic management.
- Investment Consulting: managed account services wherein the client’s portfolio is reviewed on a quarterly basis and the client retains full control of trades and allocations.
- Retirement Plan Consulting: advisory services targeted at business owners and retirement plan fiduciaries in regards to business retirement plans.
Successful wealth management is the result of an ongoing collaboration between investor and advisor, built upon trust and maintained according to the highest standards of integrity and expertise. In pursuit of this mission, SEIA strives to achieve these core objectives:
- Maintain clients’ long-term goals and objectives as the absolute priority.
- Provide clients with comprehensive wealth management strategies based on confidential, unbiased, high-quality advice.
- Tailor each financial plan and investment portfolio to service individual client needs.
- Continuously meet the highest levels of educational degrees, professional accreditation and licensing requirements.
- Conduct business with unparalleled integrity, according to exceptionally high ethical standards.
- Affirm our commitment to the philanthropic needs of the local communities in which we live and work.
Registered Representative/Securities offered through Signator Investors, Inc., Member FINRA, SIPC, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067 (310) 712-2323. SEIA, LLC and its investment advisory services are offered independent of Signator Investors, Inc., and any subsidiaries or affiliates.