Tag: Investment Strategies

FEATURE
Unveiling the Fiduciary Approach of Signature Estate and Investment Advisors (SEIA) (Ep. 33)

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:

Connect with Robert Curtiss:

FEATURE
The Role of Alternative Investments In Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 29)

The Role of Alternative Investments In Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 29)

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With market volatility and political uncertainty being a few reasons, the truth is that the investment market doesn’t always cooperate with our portfolios.

But as an advisor, how can alternative investments protect our client’s portfolios? Do you know?

In this episode, Robert Curtiss speaks with Sam Miller, the director of research and marketing at Signature Estate & Investment Advisors (SEIA). Sam talks about the role of alternative investments in building (and diversifying) a portfolio and the ways they are being integrated within existing client investment plans.

Sam discusses:

  • What you need to know about alternative investments
  • The four key tenets of SEIA’s due diligence process 
  • What kind of income and volatility do alternative investments face compared to public stock markets
  • How institutional investment strategies have trickled down to investment advisory firms and the changes that have been made for individuals rather than institutions
  • The value of identifying what’s important to your clients
  • And more!

Resources:

Connect with Sam Miller:

Connect with Robert Curtiss:

About Our Guest:

Sam Miller, CFA®, CFP®, CAIA® is the Director of Research & Marketing and a member of the SEIA investment management and research department, where he contributes thought leadership and expertise to the due diligence, portfolio construction, and investment selection processes. He works closely with SEIA’s Investment Committee to formulate and communicate opinions on the economic and investment environment.

FEATURE
Expanding Investment Opportunities Through Effective Tax Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep.19)

Expanding Investment Opportunities Through Effective Tax Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep.19)

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Building tax strategies around investment plans provide a layer of security to reduce the cost of returns while allowing you to further invest that money.

In this episode, Robert Curtiss is joined by Sam Miller, the director of research and marketing at Signature Estate & Investment Advisors (SEIA). Sam unpacks the different types of investment options clients can consider, how they fit within portfolio planning, and the importance of including a tax planner in your investment planning.

Sam discusses:

  • His role at SEIA and his approach to portfolio construction and investment selection
  • How he separates alternative investments based on how fiduciarily responsible they are for their clients
  • What additional elements have opened up in the wake of inflation to diversify portfolios
  • Strategies to liquefy a singular long-term investment while avoiding a huge tax cost
  • The tax planning associated with capital gains and qualified opportunity zone funds
  • And more!

Resources:

Connect with Sam Miller:

Connect with Robert Curtiss:

About Our Guest: 

Sam Miller, CFA®, CFP®, CAIA® is the Director of Research & Marketing and a member of the SEIA investment management and research department, where he contributes thought leadership and expertise to the due diligence, portfolio construction, and investment selection processes. He works closely with SEIA’s Investment Committee to formulate and communicate opinions on the economic and investment environment.

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