SEIA Continues Momentum; President and CEO, Brian Holmes Ranked #25 Among Nation’s Top Independent Financial Advisors

• SEIA continues momentum by bringing on 280, Increases AUM by nearly $300M in the last year
• Reached $2B in AUM and opened fourth Southern California office in 2011

LOS ANGELES--(BUSINESS WIRE)-- Signature Estate and Investment Advisors, LLC (SEIA), a full service wealth management firm headquartered in Southern California, continues its momentum in 2011 with a series of growth highlights. The firm signed approximately 280 new clients, increased its AUM by nearly $300 million over the last twelve months, opened a fifth office in Southern California, and doubled in size in less than 5 years -- reaching $2B in AUM earlier this year. Bolstering these milestones, the firm’s President and CEO Brian Holmes has once again been recognized by Barron’s “Top 100 Independent Wealth Advisors” list ranking #25.

“I’m proud to be ranked on the Barron’s “Top 100 Independent Wealth Advisors” list as I believe it is a testament to the strength of our firm and the value we bring to clients,” says Holmes, President and CEO, SEIA.. “SEIA strives to consistently provide the highest levels of service to our client base, and it’s rewarding to have hard work recognized.”

Holmes, one of SEIA’s four founding partners, attributes his success to the firm’s focus on diligently monitoring the investment landscape. Despite the recent downward GDP growth revision, the U.S. ratings downgrade, and the debt situation in Europe, SEIA has remained confident that this will not be a repeat of 2008 and has maintained its long-term investment stance.

Holmes adds, “Many investors are still shell-shocked by the 2008 down turn. However, we recognize volatility and corrections are normal. Even bull markets suffer double-digit losses from time to time. No one can tell you when the stock market will end its recent decline, but we do know that investors who have sold out of their equity positions at times when there have been very large declines in the market have invariably been wrong. As always, our plan of action is to constantly watch the macro-investment landscape.”

In Q2 2011, SEIA was placed on Signator Investors, Inc., CRIA Platform for its registered representatives. Signator Investors is a full-service broker/dealer affiliate of John Hancock Financial Network. The new partnership allows John Hancock’s national representatives and their clients to work with SEIA’s investment models.

SEIA plans to continue its expansion with the creation of a Private Client Group for ultra-high-net-worth investors, and plans to open additional offices in California and across the United States.

About SEIA

Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory Firm offering Investment Management and Financial Planning Services tailored to meet the unique needs of the affluent investors and corporations. SEIA’s mission is to provide clients with a partnership that complements and exceeds their long-term goals and objectives.

SEIA maintains offices in Los Angeles, Pasadena, Redondo Beach and Irvine, California and McLean, Virginia. For more information, please visit www.seia.com.

Registered Representative/Securities Offered through Signator Investors, Inc., Member FINRA, SIPC, 2121 Ave of the Stars, Suite 1600, Los Angeles, CA 90067 (310) 712-2323. and its investment advisory services are offered independent of Signator Investors, Inc. and any subsidiaries or affiliates.

Press:
CognitoMatthew Chisum / Melissa Barrero, +1-310-246-9530
[email protected]

Source: Signature Estate and Investment Advisors, LLC