FAQ

  • Why should I work with SIGNIFY?
    We don’t know if you should. We are a perfect fit for some and not for others. Together we need to find out if we are a fit for you and if you are a fit for us. We only work with a select number of clients who we feel we can make a real impact. Contact us to find out more.
  • What makes SIGNIFY different?
    We specialize in working for the Influential. Our team has accumulated years of experience providing advice to their unique problems and thus we are well-suited to help them win their future.
  • Where is my money actually held? Is SIGNIFY my custodian?

    We never serve as the custodian for your assets. Instead we have selected Charles Schwab as the primary custodian for our client’s accounts.

  • How does SIGNIFY get paid?

    We are a fee-based registered investment advisor. Our clients pay us a flat annual percentage of the money that we manage for them. This format ensures our interest is tied to the success of our clients since we prosper when they do and vice versa.

What Does Your Wealth Signify?

Make It Matter

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