Signature Investment Advisors provides investment management services through several specialized programs, including Signature Elite, Signature Allocation Series, Signature Targeted Strategies, and Signature Custom. Clients work with independent financial advisors and relationship managers to determine the appropriate strategy matching their goals and risk tolerance. The firm utilizes Modern Portfolio Theory, blending quantitative metrics and qualitative research through its Department of Investment Management and Economic Strategy. Portfolios may include stocks, bonds, mutual funds, exchange-traded funds, options, structured products, and alternative investments. Services range from non-discretionary advice to discretionary portfolio management and tactical asset allocation. Signature Investment Advisors also offers access to online cash management solutions and third-party managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.30% |
| $2.5M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.10% |
Fees are negotiable. Ranges shown represent the maximum rates for each tier; actual rates may be lower. Fixed-income only portfolios have separate, lower fee schedules ranging from 0.25% to 1.00%.