Robert Curtiss

Senior Financial Advisor @Signature Estate & Investment Advisors, LLC

Pasadena, CA, US

Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering wealth management services tailored to meet the unique needs of affluent individuals, institutions and corporations. SEIA\'s reputation is earned on a daily basis in each client relationship and professional affiliation we maintain. Accordingly, SEIA and its affiliates manage $25.5 billion in client assets under management as of February 2025SEIA adheres to the strict principles and ethical standards set forth by the CFA Institute and Certified Financial Planner Board of Standards, Inc. SEIA partners and advisors concentrate on the strategic collaboration of the following areas:• Investment Management: portfolio management and trading of securities based on client needs, objectives and risk tolerance. • Financial Planning: careful review of client\'s financial position, stated goals and objectives along with an appropriate financial plan. Includes insurance planning, estate planning, legacy planning, corporate benefit planning and/or philanthropic management.• Investment Consulting: managed account services wherein the client\'s portfolio is reviewed on a quarterly basis and the client retains full control of trades and allocations. • Retirement Plan Consulting: advisory services targeted at business owners and retirement plan fiduciaries in regards to business retirement plans.