Signature Estate & Investment Advisors, LLC

06/02/2026

AI is creating new opportunities across wealth management, but the real value comes from how it is applied.

SEIA is continuing to invest in an integrated, scalable advisor platform that brings AI-enabled tools directly into advisor workflows. The goal is practical: help reduce manual processes, surface key insights more efficiently, and give advisors more time to focus on the personalized guidance clients expect.

As part of this evolution, we are pleased to welcome Advait Kulkarni as Senior Vice President of Technology Operations. Advait will lead SEIA’s platform integration strategy and help advance technology solutions designed to support advisors as they grow their practices and serve increasingly complex client needs.

As Advait shared, technology should enhance how advisors serve clients, not replace the relationships at the center of the experience.

Read the full announcement here: https://www.seia.com/signature-estate-investment-advisors-seia-integrates-ai-across-its-advisor-platform-appoints-senior-technology-leader-to-drive-platform-evolution/

05/28/2026

The 2026 IPO pipeline is getting attention, especially with several high-profile AI and AI-adjacent companies potentially coming to market.

Is interest in a high-profile IPO enough reason to make it the right fit for your portfolio?

As discussed in our latest Investment Roundtable, buying IPOs after they become public has often been challenging for investors. Just as important, many investors may already have indirect exposure to several of these companies through existing public market holdings, including large-cap names such as Microsoft, Amazon, and Alphabet.

For investors, the question is not only whether these companies are exciting. It is whether the price, timing, and role in a broader portfolio make sense.



Signature Estate & Investment Advisors, LLC (SEIA) is an SEC-registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Securities offered through Signature Estate Securities, LLC, member FINRA/SIPC. Investment advisory services offered through SEIA, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323. This material is provided for informational purposes only and does not constitute individualized investment advice or a recommendation of any specific security, strategy, or course of action. For details on the professional designations displayed herein please visit seia.com/disclosures.

05/27/2026

What does it take to grow an RIA today without losing the personal approach that many clients value? That’s exactly what our President, Matt Matrisian, explored with Alex Cavalieri on the CAIS Live Conversations: Building With Alts podcast.

During the conversation, Matt digs into how SEIA thinks about everything from team-based advisory models and succession planning to AI-powered infrastructure, M&A cultural fit, and the expanding role of alternatives in client portfolios.

As Matt notes, the goal is not simply to add more capabilities, but to help advisors expand the possibilities of what they can deliver for clients in a scalable and meaningful way.

Thank you to CAIS and Alex Cavalieri for the thoughtful conversation and opportunity to share SEIA’s vision for the future.

Listen to the full episode here: https://share.transistor.fm/s/ada6f69d

Alternative investments, private markets, and wealth management are converging, and financial advisors need infrastructure that can keep up. Matt Matrisian, President of Signature Estate & Investment Advisors (SEIA) joins host Alex Cavalieri on CAIS Live Conversations: Building With Alts to share...

05/22/2026

As Memorial Day weekend approaches, we honor and remember the brave men and women who made the ultimate sacrifice in service to our country. Their courage and dedication will never be forgotten.

Wishing everyone a meaningful Memorial Day weekend.

05/20/2026

April’s inflation report showed a meaningful re-acceleration, but the underlying drivers tell a more important story.

As energy-related pressures continue to shape inflation trends, markets and policymakers are navigating a more complex environment heading into the second half of the year.

Chart of the Week by Sam Miller, CFA, CAIA, CFP
Read the full piece for additional insights: https://www.seia.com/inflation-reignites-but-the-drivers-tell-the-real-story/

05/19/2026

☕ The latest edition of The Brew is here!

🔹 Trump Accounts Explained
What these new accounts are, who qualifies, and how they’re designed to encourage long-term investing for children.
🔹 Potential Planning Opportunities
Why the transition to a Traditional IRA at age 18 could create future Roth conversion planning opportunities.
🔹 Account Comparisons
How Trump Accounts compare to 529 Plans, Custodial Roth IRAs, and UGMAs/UTMAs.

📘 Stay informed. Stay strategic. Start here: https://bit.ly/BREW0526

05/15/2026

SEIA’s Sam Miller was recently featured in InvestmentNews ws discussing the market implications of continued economic uncertainty, interest rate policy, and the growing conversation around potential future Federal Reserve leadership.

The article explores how investors and advisors are thinking about market stability, inflation, and the broader economic landscape as policy expectations continue to evolve.

Read the article here: https://www.investmentnews.com/equities/has-warsh-just-been-given-a-poisoned-chalice/266574



Signature Estate & Investment Advisors, LLC (SEIA) is an SEC-registered investment adviser; however, such registration does not imply a certain level of skill or training, and no inference to the contrary should be made. Securities offered through Signature Estate Securities, LLC, member FINRA/SIPC. Investment advisory services offered through SEIA, LLC, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323. For important disclosures and award information, please visit seia.cSignature Estate & Investment Advisors, LLC (SEIA) is an SEC-registered investment adviser; however, such registration does not imply a certain level of skill or training, and no inference to the contrary should be made. Securities offered through Signature Estate Securities, LLC, member FINRA/SIPC. Investment advisory services offered through SEIA, LLC, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323. For important disclosures and award information, please visit seia.c /disclosures.

Balance sheet risk and sticky inflation rewrite the rate-cut playbook for RIAs.

05/14/2026

Dot-com comparisons are resurfacing, but the backdrop looks different.
In 2000, economic signals were weakening. Today, several measures are showing signs of improvement.

At the same time, following a strong rally, periods of consolidation would not be unusual.



This material is for informational purposes only and should not be considered investment advice. Past market environments are not indicative of future results.

05/13/2026

While earnings results have remained strong, leadership across the market continues to be concentrated, reinforcing the importance of diversification, disciplined rebalancing, and maintaining a long-term perspective amid rapidly evolving market trends.

Chart of the Week by Sam Miller, CFA, CAIA, CFP

Read the full piece for additional insights: https://www.seia.com/q1-earnings-tech-carries-the-tape/

First-quarter earnings season is nearly complete, and the results have been the strongest since the pandemic-era recovery in late 2021.

05/12/2026

Congratulations to Team Holmes, Team Hirsh, Team Johnson, and Team West on being named 5-Star Wealth Management Teams for 2026 by InvestmentNews, a well-deserved recognition of the work they do for clients every day.

From building strong relationships to delivering thoughtful, forward-looking advice, both teams exemplify what it means to put clients first.

In a highly competitive industry, this recognition speaks to their dedication and impact — and we’re proud to see them recognized.

Join us in congratulating Team Holmes, Team Hirsh, Team Johnson, and Team West on this achievement! We’re grateful to have them as part of SEIA.



Team Holmes: Brian Holmes, Chad Bates, Jared Chase, Calvin Tseng, Josh Woodard, Carlos Sanabria, and Bo Graham

Team Hirsh: Len Hirsh, Andrew Rome, Sam Orr, and Luke Hayes

Team Johnson: David Johnson, Kyle C. Smith, Eric Hirsch, Harry Schiavone, Faye Lawrence, Rivers Rodriguez, Parker Hendershot, Jill Eisemann, Vannara Murphy, and Jordan Young

Team West: Thomas C. West, Glenn McGregor, Robert Papa, Lisa Windsor, Arvette Reid, Rael Rubin, Heather Brinker, Gabriella Cajina Schafer, Hever Castro, Christine Sol, Jami Merrell, Ruderis Fuentes, Elizabeth West, Armaghan Saqib, Jennifer Late, and Stephanie Myers