Tag: Strategies

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
What You Should Know About ESG and SRI in Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 23)

What You Should Know About ESG and SRI in Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 23)

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The idea of aligning our money with our goals is a common practice. However, the focus today is aligning our investments with what we are truly passionate about.

In this episode, Robert Curtiss is joined by Sam Miller, the director of research and marketing at Signature Estate & Investment Advisors (SEIA). Together they unpack the impact of environmental, social, and governance (ESG) and socially responsible investing (SRI) within portfolio planning and how personal beliefs influence investment planning.  

Sam discusses:

  • How the term ESG entered the mainstream media
  • The value of aligning our ESG and SRI investments with what we are passionate about
  • How to implement ESG and SRI investments within our portfolio 
  • What you should know about the different financial planning vehicles and their role in how financial plans are built
  • 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
1. Introducing The Millionaire Next Door with Robert Curtiss, CFP®, AIF®, CWS®

1. Introducing The Millionaire Next Door with Robert Curtiss, CFP®, AIF®, CWS®

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Welcome to The Millionaire Next Door, a podcast designed to help successful wealth accumulators looking to transition to a work-optional lifestyle by helping you build strategies for growing and maintaining your wealth.

In this inaugural podcast, meet Robert Curtiss, CFP®, AIF®, CWS®, a financial advisor with Signature Estate and Investment Advisors, LLC. Robert shares how he entered the financial services industry, how he helps clients create their financial plans, and who he is when he leaves the office.

Robert discusses:

  • How he got his start in the financial services industry
  • His approach to comprehensive financial planning
  • His business philosophy
  • The lessons he learned over the years in business and in life
  • And more

Resources:

Connect with Robert Curtiss:

About Robert Curtiss: 

Robert J. Curtiss, CFP®, CWS®, AIF® is a Financial Advisor in the Pasadena office of Signature Estate & Investment Advisors (SEIA).  His focus areas include fiduciary investment management for individuals and retirement plans, retirement planning, and strategies involving handling concentrated, highly appreciated stock positions. Robert has been in the investment management and insurance business for over 20 years. 

Robert is involved with numerous charities and philanthropic groups throughout southern California.  He is a member of the UCLA Extension Personal Financial Planning Program Advisory Board.  He is a 26-year resident of Pasadena, California along with his wife, son, and daughter. 

Robert received his Bachelor of Science degree in Pharmacology from the University of California, Santa Barbara. He received a Master of Public Administration with an emphasis in Intergovernmental Management from the University of Southern California.

He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2001, after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. In 2015, Robert earned the Accredited Investment Fiduciary® (AIF® ) professional designation from Fiduciary360, receiving formal training in investment fiduciary responsibility.  He is also a licensed insurance agent (CA Ins. License #0B95743).

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