LOS ANGELES, Sept. 26, 2018 /PRNewswire/ -- Signature Estate and Investment Advisors ("SEIA"), a full-service wealth management firm headquartered in Southern California, today announced the launch of its ESG IMPACT portfolio, an investment strategy comprised of investment vehicles that meet ESG (Environmental, Social, and Governance) and SRI (Socially Responsible Investment) criteria.
Led by SEIA's portfolio manager and chief investment officer, Deron McCoy, the ESG IMPACT portfolio aims to provide diversified global equity exposure for socially conscious investors at a low cost. The portfolio consists of mutual funds and exchange-traded funds with the flexibility to use other investment vehicles as needed.
"Over the last few years, ESG investing has gained significant momentum, to the point that it now has the ability to create real waves in the markets and in many industries across the U.S.," said McCoy. "We're excited about the opportunity to launch our own ESG-focused portfolio and provide SEIA clients with the ability to invest in the causes near and dear to their hearts."
The launch of ESG IMPACT comes on the heels of a significant growth year for SEIA, having recently opened an office in Houston, Texas, and another in San Mateo, California, which serves clients in the San Francisco Bay Area and Silicon Valley. The firm also announced in June that SEIA and its affiliates reached $8 billion in client assets under management, along with receiving a number of prominent accolades including: Los Angeles Business Journal's Largest Money Management Firms of 2018 (ranked by assets managed) and a ranking in Financial Advisor Magazine's annual Top 50 Fastest Growing RIA list.
In addition, Los Angeles Business Journal named SEIA President and CEO Brian Holmes as one of the 500 most influential people in LA. Holmes was also announced as one of Barron's Top 100 Independent Advisors for the 12th year in a row, making him the sole advisor from Los Angeles and Orange County to make the list in all 12 years of its existence.
For more information about SEIA and their new IMPACT offering, please visit www.seia.com.
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. 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. SEIA, LLC and its investment advisory services are offered independent of Signator Investors, Inc. and any subsidiaries or affiliates. Third-party rankings or recognition from rating services or publications are no guarantee of future investment success. These ratings should not be construed as an endorsement of the Advisor by any client nor are they representative of any one client's evaluation or experience. Additional important information can be found here.
SOURCE Signature Estate and Investment Advisors