LOS ANGELES, June 27 /PRNewswire/ -- Signature Estate and Investment Advisors, LLC (SEIA(R)), a full service wealth management firm headquartered in Southern California, today announced that the firm now manages over $1 billion in client assets. Founded in 1997, SEIA has reached this important milestone in under ten years, which adds their name to short list of firms nationwide.
"We are very proud to have reached this level," said Brian Holmes, president and CEO of SEIA. "It's a true testament to our commitment to serving clients with the highest level of ethics, expertise and professionalism. The majority of our client base comes from referrals and it is our goal to continue to exceed their expectations."
As a boutique wealth management firm, SEIA has distinguished itself by maintaining a non-discretionary management model. Clients are involved in every level of decision making. The firm uses a holistic approach to managing client portfolios, offering a full array of services including investment management, comprehensive planning, wealth counseling and educational seminars to ensure that each client's short and long-term objectives are met.
In the mid-nineteen nineties, the SEIA partners saw a trend forming to break away from a commission based compensation structure in favor of a fee based advisory model. In keeping with this forward thinking philosophy, they adopted this method of working with clients. It has helped to build a strong relationship of trust between the firm and its clients.
The four founding partners have worked together for over a decade to maximize the assets of clients and ensure the integrity of the business through the high level of educational and ethical standards demanded of each advisor. Top-tier certifications, licenses, ethics and standards code adherence, and educational degrees are required in addition to significant financial experience.
SEIA has been ranked in the "Bloomberg Top Wealth Managers" list in each of the last three years.
Signature Estate & Investment Advisors, LLC (SEIA(R)) is a Registered Investment Advisory Firm offering Investment Management and Financial Planning Services tailored to meet the unique needs of the affluent investor and corporations. SEIA's mission is to provide clients with a partnership that complements and exceeds their long-term goals and objectives. Please visit www.seia.com.
Source: Signature Estate and Investment Advisors, LLC