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At Signature Equity Partners, advisors are owners. Why invest in another RIA’s success when you can own your future?
Signature Equity Partners was created for advisors, by advisors. After years of watching various RIA groups attract, sign and profit from advisors and their practices, the same organizations would sell or merge to create more wealth – often cutting out advisors in the process.
At Signature Equity Partners, only advisors are invited to be owners. We believe advisors create value by building relationships with clients and the value of the RIA should be in the hands of the advisors building the business.
Additionally, we invest in our advisors professional development and education by offering specialized programs with the Northwestern Kellogg School for Business to get their CPWA designation.
Advisor and Founder
It’s not uncommon for advisors to believe they have captured all their clients’ investable assets, yet most clients when surveyed say the opposite is true. We help our advisors increase their AUM per client by combining better technology solutions and sales practices to capture additional opportunities.
Given our experience of working with advisors and clients we help advisors close more business particularly on higher net worth opportunities by introducing new product ideas to increase revenue per client.
Clients, especially higher net worth clients often prefer a team approach with subject matter experts: we empower you to quarterback and offer a comprehensive solution.
At Signature Equity Partners, we recognize your talent as an advisor. We believe you are best utilized when you are working directly with the client, building relationships.
Everything else, while important, in running a business is secondary to serving clients.
Each decision we make is focused on making your daily life as an advisor easier, with fewer headaches to free you up to to what you do best – build relationships with clients.
As owners, advisors at Signature Equity Partners reap the benefits of their work with clients and retain greater financial freedom.
Become part of an Advisor-owned RIA.
Your talent. Your sweat. Your equity.
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Additional advisory services offered through Signature Equity Partners, LLC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.