A complete list of active advisors currently associated with Signature Investment Advisors, LLC

Warmer can help you find a great advisor at Signature Investment Advisors, LLC or one who fits your needs even better.

Signature Investment Advisors provides investment management to individuals, high‑net‑worth clients, trusts, pension/profit‑sharing plans and other institutions through a set of branded programs (Signature Elite, Signature Custom, Signature Allocation Series and Signature Targeted Strategies). The brochure describes both non‑discretionary (Signature Elite) and discretionary offerings, and notes ancillary services such as seminars and an offered cash management solution (Flourish Cash) that the firm makes available to clients. The firm’s investment process is driven by its DIMES research group and an Investment Committee that applies Modern Portfolio Theory with a blend of strategic macro asset allocation and tactical micro allocation; research combines quantitative screens with qualitative assessment and the committee oversees the model platforms. Signature Targeted Strategies and other discretionary offerings may employ options strategies, hire sub‑managers or include a discretionary structured‑notes SMA as part of portfolio construction. What is distinctive in the ADV is the firm’s operational and distribution model: SIA distributes strategies through a Sponsor Firm model (Envestnet) and Distribution Support Agreements and discloses model/performance reporting through those channels, and the brochure also discloses use of AI tools for drafting and operations. The ADV further highlights specific conflicts and practices that set it apart from many peers — a disclosed 0.15% admin fee on the Flourish Cash program and an unusually high client load (7,454 clients served by eight advisors, roughly 900+ clients per advisor) — and it does not describe standalone financial planning services, indicating a focus on portfolio management and sponsor‑based model delivery.

To learn more about the advisors currently working at Signature Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.