A higher level of complexity requires a higher level of experience

A Registered Investment Advisory Firm. Read our full company disclosure.


Why SIA?

Explore Our Services

 
*Growth is not guaranteed. Investing involves risk, and the value of your investments may gain or lose money.

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

$19.1
Billion

Assets managed as of 12/31/2023

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 12/31/2023. 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.

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