Unveiling the Fiduciary Approach of Signature Estate and Investment Advisors (SEIA) (Ep. 33)
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Financial and investment advisors are all about creating the best financial plan for their client’s needs.
But how does Signature Estate and Investment Advisors (SEIA) set themselves apart from the crowd?
In this episode, Robert Curtiss is back to basics! Rob talks about SEIA’s services and approach while emphasizing their independence and fiduciary responsibility to prioritize clients’ best interests.
Tune in and explore the firm’s investment strategies to help clients gain the most from their portfolios.
Rob discusses:
- What it means to be a full fiduciary and independent wealth management firm
- The importance of having regular conversations with clients when building their financial and investment plan
- Why alternative investments and private debt could be beneficial investments
- SEIA’s ideal clients
- How he builds personalized relationships with his clients, and why
- And more!
Resources:
- Educational videos (bottom of the page)
- Exploring The Benefits of Direct Indexing with Sam Miller, CFA®, CFP®, CAIA® (Ep. 26)
- The Role of Alternative Investments In Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 29)
Connect with Robert Curtiss: