nerochip.blogg.se - Independent budget advisor

The team is guided by the principles of strategic macro asset allocation, which considers asset class and style and tactical micro allocation, which looks at business cycles, global and domestic economic conditions and event-driven opportunities. SEIA’s Department of Investment Management and Economic Strategy (DIMES) heads up the firm’s research and development of its asset allocation strategies for portfolios.

Financial planning, either modular or comprehensive.

Signature Allocation Series, a discretionary service based on client needs.

Signature Elite: A six-step investment management process that helps clients identify their financial goals.

The firm offers five different types of wealth management services: According to the firm's brochure, "SEIA is wholly owned by Signature Financial Service Group, LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V, L.P." SEIA's financial advisor team holds many certifications, including certified financial planners (CFPs), accredited investment fiduciaries (AIFs), chartered mutual fund counselors (CMFCs), chartered financial consultants (ChFCs) and chartered life underwriters (CLUs). For the fee-based firm’s fixed-income portfolios, it’s $500,000. Its lowest account minimum, for its equity/blended portfolios, is $250,000. However, the firm’s advisors have a fiduciary duty that requires them to act in the best interests of their clients.Īccount minimum depends on the account option. SEIA (Signature Estate & Investment Advisors, LLC) is a fee-based firm, which means that certain advisors are licensed to sell insurance and investment products, and could earn commissions on those transactions. The firm offers clients investment management, asset allocation and financial planning, among other services. As a way to manage volatility and to work toward clients’ goals, the firm aims to invest in assets that are not highly correlated. Lido Advisors goes beyond using just stocks and bonds. Its services include investment management and asset allocation, financial planning, retirement planning and estate planning. The firm, like the lido, sees itself as a protector against tumultuous, sometimes troubled waters.

The firm’s namesake is an island reef called a lido that separates the lagoon of Venice, Italy, from the Adriatic Sea. According to the firm's brochure, "Lido is majority-owned by certain pooled investment vehicles advised by affiliates of Charlesbank Capital Partners LLC," which is "a middle-market private equity firm." The firm's chief executive officer Jason Ozur, president Ken Stern, chairman and founder Gregory Kushner and other Lido employees own directly or indirectly the substantial remainder of Lido. The firm predominantly serves high-net-worth individuals, but it also works with non-high-net-worth clients, banking or thrift institutions, investment companies, pooled investment vehicles, charities, insurance companies, corporations and ERISA pooled plans.Ĭertifications earned by advisors at the firm include certified financial planner (CFP), certified public accountant (CPA), certified investment management analyzt (CIMA) and accredited investment fiduciary (AIF), among other designations.Ĭertain Lido representatives are also representatives of a securities broker-dealer and those individuals may receive commissions or fees for the sale of these products in a client’s advisory account. Lido Advisors is a fee-based firm that generally requires a $1 million account minimum. The qualifying firms were then ranked according to the following criteria:

Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. To find the top financial advisors in Los Angeles, we first identified all firms registered with the SEC in the city. Minimum AssetsVaries based on account typeĪdvanced Research Investment Solutions, LLC Selection of other advisors (including private fund managers).