Signature Investment Advisors (SIA) offers investment management services to individuals, trusts, and other entities. SIA works with clients and their financial advisors to determine the appropriate investment management service. SIA offers Signature Elite (non-discretionary), Signature Allocation Series (discretionary), and Signature Targeted Strategies (discretionary). SIA uses a six-step investment management process to assist clients with their financial goals and objectives. SIA leverages artificial intelligence tools to enhance the efficiency and accuracy of their advisory process.
Fee Structure
SIA charges a percentage of the value of your portfolio each year. The specific rate is negotiated with each client based on their unique situation, the complexity of their investment plan, and the types of assets in the account. Fees are negotiable and may be a flat rate or tiered. The fee is paid quarterly. The minimum household portfolio size is generally $250,000 for Equity/Blended portfolios and $500,000 for Fixed Income portfolios.