Advisor Details
*Licensed attorney, not currently practicing. SEIA is not engaged in rendering legal, accounting, or tax services.
The reported Assets Under Management (AUM) represents the combined total of Signature Estate & Investment Advisors, LLC (SEIA) and its affiliated entities as of 3/31/2025. AUM includes portfolios continuously supervised or managed by SEIA and its affiliates. The AUM encompasses assets like stocks, bonds, ETFs, mutual funds, and cash, among others. For more details on the professional designations listed, including description, minimum requirements, and ongoing education requirements, please contact (310) 712-2323 or visit seia.com/disclosures. SEIA is an SEC-registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Securities offered through Signature Estate Securities, LLC, member FINRA/SIPC. Investment advisory services offered through SEIA, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323.
More than 10 years have passed since the Great Recession. What have we learned?
After the stock market closed out 2018 with posting its worst quarter since 2008, many pundits and investors couldn’t help but hearken back to a decade ago and wonder if we were once again on the precipice of a major market meltdown. While this most recent expansion is by no means one of the historically […]
How can I apply my philosophy of leading an eco-friendly life to my investment portfolio?
Socially responsible investing (SRI) is hardly a new phenomenon. From the earliest days of the stock market, individuals and groups have sought ways to more closely align their investment portfolios with their values. But while traditional approaches have focused on excluding so-called sin stocks, recent years have seen a dramatic shift in tactics. Rather than […]
What’s the best way to invest in a maturing bull market?
Mountaineers call the area above 26,000 feet on Mount Everest the death zone because, without the aid of precautionary measures (e.g., supplemental oxygen), the human body rapidly begins to shut down in that rarefied air. While I certainly don’t wish to equate the current state of the market to that sort of dangerous environment, there’s […]
How can portfolio rebalancing keep you from veering off course on the bumpy road of today’s volatile markets?
Nearly everyone is familiar with the underlying rationale behind portfolio rebalancing. Over time, especially during extended bull or bear markets, allocations can significantly drift from their original targets. Without rebalancing, the risk-versus-return characteristics of a portfolio become misaligned with the investor’s long-term goals and risk tolerance. Perhaps no better example can be found than in […]
Is your insurance keeping pace with your lifestyle?
Your first home, your career, marriage, a new baby, your first car, retirement: Many of life’s major events can affect not only your life insurance and estate plans, but also your property and liability insurance. While insurance may not be top of mind during these memorable moments, failure to make the necessary changes to your […]