Signature Estate & Investment Advisors, LLC

06/17/2026

Building a scalable advisory firm requires more than growth; it takes intentional leadership, strong infrastructure, and a commitment to preserving the culture and client experience that drive long-term success.

Last week at Wealth Management EDGE, SEIA President Matt Matrisian sat down with Matt Ackermann for a conversation on how to scale an advisory firm.

Matt shared that growth starts with an enterprise mindset. Building for the future is a mindset shift that’s just as important as strong operational infrastructure and leadership talent.

Watch the full interview here: https://www.wealthmanagement.com/growth-strategies/how-to-scale-an-advisory-firm-enterprise-mindset-infrastructure-and-leadership-decisions

SEIA President Matt Matrisian explains why growth demands scalable infrastructure, nimble teams and overcoming fear-driven delays

06/16/2026

Equity markets have continued to move higher, raising a familiar question for investors: Can this keep going?

Is a strong market a reason to get more aggressive, or a reason to stay disciplined?

As discussed in our latest Investment Roundtable, corporate earnings have remained an important support for equities. The discussion also highlighted that recent market strength has not been limited to AI and the Magnificent 7, with broader earnings growth helping support the outlook.

For investors, the question is not only whether markets can continue moving higher. It is whether their portfolio remains aligned with their goals, risk tolerance, and long-term plan after a period of strong performance.

Watch the clip for more from our latest Investment Roundtable: https://www.seia.com/staying-disciplined-in-a-strong-market/



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.

06/15/2026

Last week, SEIA President Matt Matrisian joined fellow industry leaders at Wealth Management EDGE to discuss strategies, leadership decisions, and operational investments required to scale advisory firms successfully.

Matt shared that one of the most important drivers of sustainable growth is
empowering advisors with the resources and support they need to focus on
clients. Building the right support structure around advisors allows firms to
create greater efficiency, strengthen client outcomes, and free advisors to focus on what they do best.

As the wealth management landscape continues to evolve, building organizations that can scale without sacrificing culture, service, or advisor autonomy remains more important than ever.

Thank you to Wealth Management EDGE for bringing together such an engaging group of leaders and innovators.

Read more: https://www.wealthmanagement.com/wealth-management-industry-trends/live-from-wealth-management-edge-summits-on-ai-private-markets-growth-and-uhnw-investors

Wealth Management EDGE kicked off with summit sessions focused on private markets, artificial intelligence, tech for growth and UHNW investors.

06/09/2026

Federal Reserve policy remains a key focus for investors, especially as markets weigh the path of interest rates, inflation, and economic growth.

Would a change in Fed leadership automatically change the outlook for bonds?

As discussed in our latest Investment Roundtable, the potential for a “Warsh Fed” raises important questions around inflation measurement, forward guidance, the Fed’s balance sheet, and the future path of rates.

For investors, the question is not only who leads the Federal Reserve. It is how rate policy, inflation expectations, and portfolio positioning work together within a broader financial plan.

Click the link below to view the full video: https://www.seia.com/would-a-warsh-fed-change-the-outlook-for-bonds/



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

06/08/2026

What does comprehensive wealth management look like today?

In a recent conversation with InvestmentNews Managing Editor James Rogers, Jared Chase shared why the traditional advisor silo approach no longer works for many families navigating increasingly complex financial decisions.

Rather than relying on a single advisor to do everything, Jared discussed SEIA’s quarterback model, bringing together the right knowledge across investment management, financial planning, tax, estate planning, and other key areas to help clients navigate increasingly complex decisions.

Client needs have become increasingly interconnected. Decisions around investments, taxes, estate planning, business ownership, philanthropy, and family dynamics often overlap, making coordinated advice and specialized experience more important than ever.

The conversation followed InvestmentNews' recognition of Team Holmes, Team Hirsh, Team Johnson, and Team West as 2026 5-Star Wealth Management Teams.

Watch the full interview here: https://www.investmentnews.com/videos/special-reports/seias-winning-formula-for-5-star-wealth-management/266786



Signature Estate & Investment Advisors, LLC (SEIA), an SEC-registered investment adviser, notes that such registration does not imply specific skill or training; no contrary inference should be drawn. This material is provided for informational and educational purposes only and is not intended as individualized investment, tax, legal, estate planning or accounting advice, nor as a recommendation of any specific strategy, product, or course of action. Investors should consult with qualified tax, legal, or financial professionals regarding their specific situation before taking any action. Investment decisions should be based on a client’s individual financial needs, objectives, goals, time horizon, and risk tolerance. All investments involve risk, including the possible loss of principal.

Jared Chase, CFP®, MSF, Financial Advisor at Signature Estate & Investment Advisors (SEIA), is helping shape the future of wealth management through a thoughtful, client-centric approach. As part of a team recognized in the InvestmentNews 5-Star Wealth Management Teams 2026, he stands out for his c...

06/05/2026

☕ The latest edition of The Brew is here!

This month’s newsletter looks at the 2026 IPO pipeline and why excitement around high-profile companies does not always translate into strong returns for investors.
🔹 Why the 2026 IPO class is drawing so much attention
🔹 How recent IPO classes have performed after going public
🔹 Why many investors may already have exposure to companies like OpenAI, Anthropic, and SpaceX through existing public-market holdings

📘 Stay informed. Stay strategic. Start here: https://bit.ly/BREW0626

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.