Your Signature Client Strategist is your point person and quarterback, drawing on resources from across the firm, and beyond. He or she will bring together all the investment, financial planning, legal, tax, and philanthropic professionals to address your needs and answer your questions, and recommend domain experts from our network of external partners as necessary. You will have direct access to all the members of your Signature team, too.
Getting to know you—once
As you get to know your Client Strategist, he or she will become an invaluable repository of information about your financial life, which will be utilized across the firm. And you can be confident you won’t have to share this information twice; at Signature, we strive to provide opportunities that keep all of our people challenged and engaged. As a result, we have exceptionally low turnover in all areas of our firm.