What We Do

The Signature Client Experience

One size definitely doesn't fit all.
Every family is unique and we approach each relationship as such. Experience The Difference

Our culture is open, dedicated and gracious. We welcome your family.

You'll be part of the Signature family.

We appreciate the responsibilities as well as the opportunities that wealth brings. Using your goals as a guide, we craft the best solutions for your needs. We draw on our extensive experience with generations of families to design creative, advantageous strategies to reach your goals.

What We Do

01

Strategic Partner

Your Signature team helps define and outline the goals you have for your wealth, work and family. Together, we develop a strategic plan, which we regularly revisit to affirm that you are on track to realizing these goals.

02

Investments

All families are unique, and designing the right investment strategy begins with understanding a family’s goals and objectives and balancing those goals with cash flow needs, tax implications, risk tolerance and time horizon. Our role is to craft the best solutions to fit your family’s needs.

03

Tax

Your Signature team works with you to analyze and develop an optimal tax strategy and evaluate beneficial options for your overall portfolio. We coordinate with your accountant and estate planning attorney to manage the tax process.

04

Family

Signature works with you to assess your family’s needs with regard to educational planning, wealth transfers, tax optimization and philanthropy. We mentor each generation and improve financial literacy.

05

Philanthropy

Together, we explore your philanthropic goals and hand craft solutions to meet them. We design long-term philanthropic strategies, manage annual gifts and create charitable structures which support your long-term plan.

06

Organization

When desired, Signature can oversee bill payment, household payroll, aviation management, and any support services you require. We coordinate with all advisors and provide risk management across all areas of your financial life.

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Together, we will create a blueprint for your financial peace of mind.

Life changes. So does your financial life. Signature believes that managing wealth is an iterative process. It is a process that is never “finished.“ Every facet of your life can impact your wealth: business, family, relationships, health, lifestyle, dreams. Our approach creates a financial blueprint that is unique to you, and changes and grows with your needs.

Listen

We help you articulate the goals you have for your wealth as they relate to your lifestyle, business, children, philanthropy, and aspirations. We translate this into a risk profile based on a multitude of parameters, unique to your situation.

Learn

Signature gathers, interprets, and summarizes your pertinent financial information. From this research, we create a complete financial picture for you; summarizing your balance sheet, current investments, existing estate planning strategies, tax situation and any other financial assets that impact your wealth.

Conceptualize

By understanding what structures and strategies have been put in place to accomplish goals, we generate ideas for new strategies that can complement existing plans. We interpret your financial picture, and identify and assess additional opportunities and strategies to help you achieve your goals.

Analyze

We test our thinking for your strategic wealth plan by running financial models of your status quo and alternative strategies. We employ sophisticated financial planning software and incorporate Monte Carlo analysis, refining as necessary.

Implement

Signature translates your overall financial strategy into a tactical action plan including asset allocation, specific investment vehicles, and manager selection. We oversee the execution of all aspects of the plan for our clients.

Assess

We meet with our clients regularly to review investment performance, assess progress toward goals, and check in to hear about events and occurrences that may impact your wealth.

Optimize

We constantly search for ways to optimize your opportunities in a variety of economic situations.

Our Investment Philosophy

Diverse and proven investment strategies customized for your needs.

Get involved on a one-on-one level.

Signature believes that successful investing is hard work. It requires independent thinking, discipline and common sense. Many great investments take a long time to realize value.

Signature builds global portfolios and invests with active managers who have an identifiable edge in their investment process. We are drawn to value conscious managers who have the patience to let their ideas play out and who offer differing perspectives on investing capital. Our investment approach is the basis for each portfolio that we build.