Rocklin, CA Office

Signature Resources Capital Management (SRCM) advises individual and high‑net‑worth clients, trusts and estates, and sponsors of employer‑sponsored retirement plans, offering discretionary and non‑discretionary investment management, financial planning, and retirement‑plan consulting. The firm reports approximately $303.9 million in discretionary assets under management and delivers model‑based portfolio solutions alongside participant advice and ERISA 3(38) services for plan sponsors.

SRCM’s investment approach centers on a Global Target Risk strategy that emphasizes broad diversification using mutual funds and ETFs, equity tilts to seek higher expected returns as client risk tolerance increases, and customization of model portfolios to match individual objectives and restrictions. The firm relies on third‑party data (e.g., Bloomberg and Morningstar) for fund due diligence, generally favors longer‑term holdings, and may recommend or retain third‑party advisers when appropriate.

Noteworthy aspects that distinguish SRCM from many peers include its role as a sub‑advisor to Envestnet’s TAMP—providing model allocations for which it receives asset‑based compensation—and its disclosure of performance results in public materials and on its websites, a practice relatively uncommon among similar team firms. The firm also discloses ownership links to licensed insurance agencies and that certain personnel may receive commissions on insurance products, and it reports roughly $201.7 million in assets under advisement in addition to its discretionary AUM.