Signature

Signature is an independent wealth management firm established in 1994. The firm is dedicated to providing sophisticated investment and tax planning solutions to wealthy individuals and families.

Integrated Approach. Successful wealth management requires coordination of investments with income taxes, philanthropy, and estate planning. We develop strategies, consult with other advisors and develop integrated solutions designed to accomplish client goals and increase overall wealth.

Investment Solution. Signature clients have access to investment opportunities normally available only to select families and institutions. Our investment platform is structured to provide a return profile similar to that of the largest and most successful university endowments; we are partners with prominent endowments in many of our investments. We invest in markets where our clients' capital has competitive advantages, either informational or structural. We place significant emphasis on scenario planning, and we believe this focus helps uncover opportunities as well as manage risks.

Target Clients. Signature clients are individuals or families who have accumulated significant wealth and face complex issues related to that wealth. We help clients successfully manage the challenges surrounding wealth transfer, lifestyle management and legacy creation. We have extensive experience dealing with closely held stock and diversifying concentrated positions. Because of the value added by coordination of all financial aspects, Signature is best suited to clients who desire a long-term comprehensive relationship. Signature advises on individual and family wealth in excess of $2 billion.