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Signature Estate & Investment Advisors, LLC

  • McLean, Virginia, 22102, United States
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    Signature Estate & Investment Advisors, LLC

    McLean, Virginia, 22102, United States

    Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering wealth management services tailored to meet the unique needs of affluent individuals, institutions and corporations.

    SEIA's reputation is earned on a daily basis in each client relationship and professional affiliation we maintain. Accordingly, SEIA and its affiliates manage $6.0 billion in client assets as of February 1, 2017.

    SEIA offers specialized expertise, adhering to the strict principles and ethical standards set forth by the CFA Institute and Certified Financial Planner Board of Standards, Inc. SEIA partners and advisors concentrate on the strategic collaboration of the following areas:

    • Investment Management: portfolio management and trading of securities based on client needs, objectives and risk tolerance.
    • Financial Planning: careful review of client's financial position, stated goals and objectives along with an appropriate financial plan. Includes insurance planning, estate planning, legacy planning, corporate benefit planning and/or philanthropic management.
    • Investment Consulting: managed account services wherein the client's portfolio is reviewed on a quarterly basis and the client retains full control of trades and allocations.
    • Retirement Plan Consulting: advisory services targeted at business owners and retirement plan fiduciaries in regards to business retirement plans.
    • Fairfax County, VA, USA
    • McLean, VA, USA
    • McLean, VA 22102, USA

    Signature Estate & Investment Advisors, LLC Videos

    Long Term Care Was Never the Plan

    Resources exist to help you navigate the maze of uncertainty you’re dealing with when the health of someone you love deteriorates. Our goal is to help you understand how these...

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