We empower families to thrive for generations.
The signet ring stands as a timeless symbol of generational legacy, its roots stretching back centuries. Historically, these rings sealed crucial documents, embodying authority, authenticity, and family heritage. Today, the signet symbolizes the enduring nature of legacy and stewardship through generations. At Signet, we cherish this tradition. By putting the utmost care into helping you manage your financial assets, we enable you to live fully in the present, and shape a future that ensures your family's legacy thrives for generations.
Your legacy starts here...
Beyond mere metrics, wealth should be seen as a foundation for the future. This concept transcends what is seen in a brokerage statement, and focuses on people and their futures.
At Signet, our passion for investing is driven by our desire to help families thrive. We believe in the transformative power of consistently applied excellence in wealth management. Over time, excellence compounds; small changes in your approach can yield significant long-term benefits.
Reject the mediocrity of a "good-enough" strategy or being just another account number at a large firm. Engage with us to learn the possibilities for refining and elevating your wealth management approach.
How Can We Help You?
We serve as the Chief Investment Officer/Advisor for your family, tailoring portfolios to your goals and specific situation. Our strategy combines data-driven methods for asset allocation, both strategic and tactical. Our offerings range from core ETF portfolios and direct equity investments to tax-efficient direct indexing, fixed income accounts managed separately, and alternative asset options. Learn more…
Wealth planning is a continuous, comprehensive journey. We assist in both crafting and executing your financial plan, offering integrated services such as tax planning, financial strategy, wealth governance consulting, portfolio management, data aggregation, performance analysis, and clear investment communication. Learn more…
Multigenerational wealth offers unique opportunities and challenges. Our solutions are designed to help you craft a lasting legacy, enhance family harmony, streamline wealth transfer, engage meaningfully in philanthropy, bring order to your financial life, and reduce administrative burdens. Learn more…
Discover the Independent Advantage.
Many High-Net-Worth (HNW) individuals are switching to boutique Registered Investment Advisor (“RIA”) firms over wall street behemoths for the following reasons:
Best of Both Worlds. By partnering with Signet, your assets are protected at large institutions like Charles Schwab & Co. or Interactive Brokers, while Signet oversees your investments and facilitates approved transactions. Ultimately, you retain full control over your funds, blending professional advice with uncompromised security.
Access to Top-Rated Investment Products. Instead of suggesting funds managed by our own firm, we have the flexibility to recommend top-rated funds from specialist alternative managers* (private equity, hedge funds, real estate, etc.). We also offer in-house strategies for direct investments in stocks, bonds, and ETFs. Importantly, as fiduciaries with a client-aligned business model, our advice is driven by your best interest, not by changes in our compensation.
Tactical Freedom. Large firms often stick closely to standard benchmarks, like a 60/40 split between stocks and bonds, because their strong brand can attract growth without the need to take risks that could lead to underperformance. In contrast, independent firms like Signet have the flexibility to adjust more significantly based on economic data, such as reducing stock investments when advised. However, not all independent firms are alike. At Signet, we base our strategic and tactical allocation decisions on thorough internal analysis and insights from external economic research.
Value Alignment. Signet empowers investors to align their portfolios with their personal values through faith-aligned equity portfolios. You're not limited to a large firm's definition of "socially responsible" investing. It's your wealth, and we believe your investments should reflect a legacy you're proud to leave behind.
Personal Touch. Simply put, HNW individuals do not want to be put on hold when they call, in order to get through to a call center, only to speak to a different individual every time. They want an easily accessible, dedicated, knowledgeable advisor each time they call.
*Accredited and qualified-client restrictions may apply. The term “top-rated” relates to funds with favorable ratings from independent companies. Such rating may not be available for every fund offered.
Empower your family legacy with an intentional approach to wealth management.
Let’s talk
Because of the power of compounding, even minor adjustments in your approach to wealth management can have significant long-term impacts, perhaps making the difference in your life ambitions coming to fruition. Such an important domain deserves a discussion. We're keen to understand your unique situation and share how our process can benefit you. Our initial consultations are free, non-committal, and entirely confidential. Let’s schedule a conversation over Zoom.
