| Finance & Wealth Management |
SIGNATURE ESTATE & INVESTMENT ADVISORS, LLC Vince A. DiLeva, MS, CFP®, AIF® Eric C. Pritz, CFP®, CMFC Kathleen A. Adams, CFP®, CPWA®
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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 $5.1 billion in client assets as of December 31, 2015. SEIA has received acknowledgement from top financial publications including the 2015 Forbes Top 100 Wealth Manager in the U.S. list, the 2015 Los Angeles Business Journal list of top money management firms, the 2015 REP Top 100 RIA list, and the 2014 Financial Times 300 Top Registered Investment Advisers list. With a combined 47 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 over the years.
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).”
Who is your typical client?
“In 2016 investors are very focused on the election and the impact of various results on the markets. Many news sources and pundits spout their extreme opinions, which translates to the public as a perception that there will be an immediate and significant reaction depending on the outcome. Market worries were rampant when Bush was elected, as well as Obama. During the majority of both presidencies, markets doubled and tripled (with a sharp downturn just before the transition between the two). The view of our firm is that the president has little short-term effect on the markets, and although their policies can make small long-term changes, they get too much credit or blame for the direction of the economy during their tenure.
“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-today 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 and strategies. A process identified by The Vanguard Group, Advisor Alpha takes a varied approach to wealth management on a client-by-client
L to R: Rachel Otto Jennifer Embler Jeffrey Zuanich Eric C. Pritz Kathleen Adams Vince A. DiLeva David Swift Katie O’Neill
How important is it to have wellestablished 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.”
Give us your opinion on today’s economy and how it impacts your customers.
Depending on which party wins the White House in 2016, SEIA will tactically rotate to different sectors of the economy to take advantage of the next opportunity. We believe the most important thing is to stay focused on the things you can control, stay proactively focused on the purpose and timeframe of your portfolios, and keep emotional reactions out of the decisionmaking. That’s why you use professional advice.”
1815 VIA EL PRADO SUITE 100 | REDONDO BEACH | 310-712-2320 | SEIA.COM
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SOUTHBAY, MAY/JUNE 2016
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