finance & wealth management
Signature Estate & Investment Advisors, LLC Vince A. DiLeva, MS, CFP®, AIF® Eric C. Pritz, CFP®, CMFC Kathleen Adams, CFP®, CPWA® 1848 S. Elena Avenue, Suite 100 Redondo Beach 310-712-2320 seia.com
“We look forward to serving the local communities for many more years in our new space.”
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ignature Estate & Investment Advisors, LLC® (SEIA) is an independent Registered Investment Advisory firm offering wealth management and financial planning services to affluent individuals, families and business owners. SEIA and its affiliates manage more than $8.1 billion in client assets as of March 31, 2018. SEIA has been recognized by many financial publications including the 2016 Financial Times 300 Top Registered Investment Advisors list, the 2016 Los Angeles Business Journal list of largest money management firms ranked by assets managed, the 2015 Forbes Top 100 Wealth Manager in the U.S list, and the 2015 REP Top 100 RIA list. With a combined 50 years of wealth management experience, Vince DiLeva, Eric Pritz and Kathleen Adams are residents and supporters of the South Bay community. Backed by the advanced resources of the firm, the South Bay team offers portfolio management, retirement planning, estate and legacy planning as well as philanthropic and family foundation management. Vince, Eric and Kathleen have earned multiple advanced degrees and financial designations. Tell us about your expansion. “We opened our original South Bay office in the Riviera Village back in 2011. As we have been consistently growing our teams and services, we were in desperate need for additional space. Luckily we found a great location across the street with more than three times the square footage and a blank canvas to build the office as we always envisioned. We moved into the new space in April and have received great feedback on the aesthetic and comfortable feel to the upgraded meeting and work environment. We look forward to serving the local communities for many more years in our new space.” Who is your typical client? “We have a diverse client base, but most of our clients are successful professionals who have worked hard and saved well. Our clients tend to be determined to live an active, fulfilling lifestyle and want to make sure their money is positioned so they can live life and not worry about day-to-day money management.” What is the biggest benefit your clients gain from working with you? “We try to add ‘Advisor Alpha’ to every client relationship using a multitude of tools
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and strategies. A process identified by The Vanguard Group, Advisor Alpha takes a varied approach to wealth management on a client-by-client basis, rather than just making efforts to beat the market. Investors typically view portfolio performance versus the market or some arbitrary index as the best way to determine the worth of an advisor. Although hard to quantify, Vanguard believes advisors can add an additional three percentage points through advice on asset allocation, portfolio rebalancing, spending strategies for drawdowns, cost-effective investment guidance, and behavioral counseling. We strongly believe in these principles, and our clients have benefited from this knowledge and expertise. We believe the guidance, peace of mind and discipline that we provide through behavioral coaching and understanding the tendencies of the emotional investor adds the most value over time (especially in times of crisis).” How important are relationships with legal, tax-planning and other professionals on behalf of your clients? “As longtime South Bay residents and business owners, we have worked with and developed relationships with many local professionals. We ensure the seamless integration of all the components of your multifaceted financial life by serving as quarterback amongst a collaborative team of CPAs, attorneys and other trusted advisors.” How do you give back to your community? “Philanthropy is a long-standing pillar for SEIA. Before the founding of the firm, partners, advisors and employees donated their time and financial resources to make the world a better place for others. The SEIA Signature Fund for Giving helps support local youth foundations, LA25 Foundation for the Arts, Be The Match Foundation, Rotary and Mira Costa athletics.” Disclaimer: Registered Representative/Securities offered through Signator Investors, Inc. Member FINRA, SIPC, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067 (310) 712-2323. SEIA, LLC and its investment advisory services are offered independent of Signator Investors, Inc. and any subsidiaries or affiliates. VAD CA INS. LICENSE # 0B84300 and ECP CA INS. LICENSE # 0E55966 KAA CA INS. LICENSE # OC76833. Opinions expressed here are the authors’ and do not necessarily represent the opinions of SEIA. Source: Francis M. Kinniry Jr., Colleen M. Jaconetti, Michael A. DiJoseph, and Yan Zilbering, 2014. Putting a value on your value. Quantifying Vanguard Advisor’s Alpha. Additional information regarding third-party rankings and recognition from rating services can be found at seia.com/legal-disclaimer.
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