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
2
Comprehensive Financial Planning
Providing Financial, Estate, Retirement, Investment and Tax Planning with a CERTIFIED FINANCIAL PLANNERTM professional
3
Investment Solutions
Assessing and implementing College Savings and Retirement Strategies/Variable Products/401(k)s/Pensions
4
Risk Management
Reviewing and implementing Life Insurance and Long-Term Care coverage for your estate
5
Tax Planning
Collaborating with your tax professionals to help provide Tax-Efficient Strategies
6
Trust & Estate Planning
Consulting with attorneys to help protect and preserve your legacy through Trust and Estate Planning
7
Business Advisory Services
Working with business owners and ERISA fiduciaries to help design Company Retirement Plans, Employee Benefits and Transition Planning
8
Wealth Counseling
Providing counsel to families, couples and partners to help bring continuity to future generations
* 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
