Your Portfolio Should Tell Your Story
Generic investment approaches lead to disengaged investors.
At Signature, we create portfolios that connect with what matters most to you.
Our Approach to Personalized Investment Management
Unlike firms that outsource investment management, our in-house team maintains complete control over your portfolio. This allows us to create truly personalized strategies that reflect both sound financial principles and your own values.
Our Process
Discovery
We start by understanding not just your financial situation but what drives you. What causes do you care about? Which industries interest you? Where do you see opportunities? This conversation goes beyond canned risk tolerance questionnaires to uncover sound strategies and investments that would make your portfolio personally meaningful.
Strategy Development
Our investment team creates a customized strategy that balances:
- Core positions providing diversification and long-term growth
- Strategic allocations based on your objectives and time horizon
- Meaningful investments in companies and sectors that resonate with you
- Tax-efficient implementation approaches
We design a modular framework that maintains proper allocation while allowing for personalization.
Personal Connection
We identify specific investments that create emotional resonance – companies or sectors aligned with your interests, expertise, or values.
We’ve implemented these techniques in all sorts of different ways for different investors. A client passionate about addressing dyslexia found meaning investing in the voice-recognition companies that had changed a family member’s life. Another client focused on income inequality connected with fast-growing, international education companies that help lift people out of poverty all around the globe. These are examples of portfolio personalization. We would love to share more stories with you.
Implementation
Our team handles all aspects of portfolio construction, from account setup to ongoing management. We coordinate with other aspects of your financial plan and work closely with your other professionals to ensure alignment with tax strategies, cash flow needs, and legacy goals.
Active Management
Markets change and your life evolves. We continuously monitor your portfolio, making tactical adjustments while maintaining your strategic allocation. Regular reviews keep your investments aligned with your changing circumstances.
Experience the Signature Difference
Learn more about how we ensure your investment strategy supports not just your financial goals, but your greater life purpose.
Set up some time with our team today.