A registered investment advisory firm offering investment management and financial planning

Assets custodied at Charles Schwab & Co., Inc.* and
Fidelity Institutional Wealth Services

Wealth Management

SEIA combines its foundations in investment management and financial planning with advanced advisory services to create a truly customized client experience. Our holistic wealth management process includes the oversight and stewardship of all elements of your financial life.

Wealth Management

1

Investment Management

Offering Strategic, Tactical & Dynamic Asset Allocation Strategies with ongoing monitoring and performance reporting

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2

Comprehensive Financial Planning

Providing Financial, Estate, Retirement, Investment and Tax Planning with a CERTIFIED FINANCIAL PLANNERTM professional

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3

Investment Solutions

Assessing and implementing College Savings and Retirement Strategies/Variable Products/401(k)s/Pensions

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4

Risk Management

Reviewing and implementing Life Insurance and Long-Term Care coverage for your estate

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5

Tax Planning

Collaborating with your tax professionals to
help provide Tax-Efficient Strategies

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6

Trust & Estate Planning

Consulting with attorneys to help protect and preserve your legacy through Trust and Estate Planning

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7

Business Advisory Services

Working with business owners and ERISA fiduciaries to help design Company Retirement Plans, Employee Benefits and Transition Planning

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8

Wealth Counseling

Providing counsel to families, couples and partners to help bring continuity to future generations

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* These materials have been independently produced by Signature Estate & Investment Advisors, LLC (SEIA). SEIA is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (Schwab) or Fidelity Brokerage Services, LLC or any of its affiliates (Fidelity). Schwab & Fidelity are a registered broker-dealer and member SIPC. Neither Schwab nor Fidelity have created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor have they independently verified any of the information herein. SEIA provides you with investment advice, while Schwab or Fidelity maintain custody of your assets in a brokerage account and will effect transactions for your account on our instruction.


DYNAMIC INVESTMENT PLATFORM

SEIA provides investment solutions that satisfy the unique needs of every client.

Signature
Elite

Non-discretionary custom investment platform designed for high-net worth individuals


Custom portfolios and access to advanced investment strategies


Special Situation Services including: tax-loss harvesting, legacy asset consideration, diversification around concentrated positions, and more

Signature Allocation Series

Discretionary model platform engineered for various time-horizons and objectives


Focuses on SEIA’s
Core-Satellite investment framework


Continually monitored models incorporate multiple asset classes, investment styles, and investment vehicles to meet personalized investment needs

Signature Target Strategies

Discretionary platform for focused strategies that complement a traditional asset allocation framework


Complements SEIA’s Core-Satellite investment framework


Our Socially Responsible Impact series is an example of a focused investment strategy

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