A higher level of complexity requires a higher level of experience
A Registered Investment Advisory Firm. Read our full company disclosure.
Why SIA?
Grow,*
protect and preserve your investments through comprehensive and ongoing wealth management services
Tailor
each investment management portfolio to service your individual needs
Conduct
business with unparalleled integrity according to exceptionally high ethical standards
Pursue
high levels of academic degrees and professional accreditations
Communicate
with clients and advisors to provide in-depth investment analysis and market outlook
Maintain
your long-term goals and objectives through a disciplined approach
$20.3
Billion
Assets managed as of 3/31/2024
SIA & its affiliates
1997
Year that Signature Estate & Investment Advisors, our parent firm, was established
The reported Assets Under Management (AUM) represents the combined total of SIA and its affiliated entities as of 3/31/2024. AUM includes portfolios continuously supervised or managed by SIA and its affiliates. The AUM encompasses assets like stocks, bonds, ETFs, mutual funds, and cash, among others.