Signature Elite

SIA provides customized non-discretionary “Signature Elite” investment management services, in which the client must approve the advisor’s recommended asset allocation and investment strategy prior to implementation. Recommendations can include stocks, bonds, mutual funds, closed-end mutual finds, exchange-traded funds (ETF’s) and exchange-traded notes (ETN’s).

The portfolio is monitored on a continual basis by SEIA and SIA’s joint in-house research department and the client is provided quarterly reports.