SIGNATURE INTELLIGENT PORTFOLIOS
Signature Intelligent Portfolios, LLC was launched in 2015 to provide an automated investing solution that met the needs of a new generation of investors. To achieve this, we have combined the automated investment technology provided by Institutional Intelligent Portfolios™ with the direction of the trusted financial services team at Signature Estate & Investment Advisors, LLC (SEIA), SIP’s affiliate and parent company. The Institutional Intelligent Portfolios™ program allows us provide our clients with a paperless account opening and funding experience and automate certain key parts of our investment process, with support from the industry’s leading custodian.
OUR INVESTMENT COMMITTEE
Collaborating for over two decades, the core members of SEIA’s Investment Committee have navigated numerous market and economic cycles. The Investment Committee consists of the firm’s founding and senior partners, selected financial analysts, Department of Investment Management and Economic Strategy analysts and outside investment consultants. The Investment Committee proactively monitors, assesses and responds to the changing global economy.
Investment Committee members and SEIA advisors hold advanced degrees or designations including but not limited to: CFA (Chartered Financial Analyst), CFP® (Certified Financial Planner), MBA (Masters in Business Administration), CPWA (Certified Private Wealth Advisor), CIMA (Certified Investment Management Analyst), MFS (Masters of Financial Services), CAIA (Chartered Alternative Investment Analyst), AIF® (Accredited Investment Fiduciary), AAM (Accredited Asset Management Specialist), and ChFC (Chartered Financial Consultant).
Institutional Intelligent Portfolios™ is provided by Charles Schwab. To learn more about the program, click here. Signature Intelligent Portfolios, LLC and SEIA are independent of and not owned by, affiliated with, or sponsored or supervised by Charles Schwab.