We provide access to a variety of asset management programs to meet the varying needs of our affiliates and their clients. Programs are selected only after they have successfully undergone our rigorous internal review process. The process begins with market research where the candidates are evaluated based on their commitment to technology and efficient backroom operations, consistent application of a disciplined investment process, fees charged, client reporting capability, minimum account size, total assets under management, and level of advisor support. Only those managers successfully completing the first phase of analysis are evaluated further, through on-site visits where we review the manager's systems and operations, and interview members of management and staff to make certain that only the highest quality managers and programs are selected. Before final selections are made, the manager's investment approach is reviewed again to ensure their inclusion serves to further diversify our offerings rather than create overlap.


SEI Investments - Our relationship with SEI allows our affiliates to provide their clients with access to the world's most highly respected institutional asset managers. Working only through a select group of investment advisors, SEI accepts no retail clients. SEI functions as the backroom preparing client statements and monitoring every trade made by each of their more than 30 style specific sub-advisers on a daily basis. Through SEI, our affiliates can construct and monitor investment portfolios which their clients could not obtain on their own. The combined minimum account size of the asset managers included in a typical SEI portfolio exceeds $350 million. However, through SEI our advisers can provide their clients with access to these proven institutional managers and institutional pricing with portfolio minimums as low as $150,000.

Investment Advisory Services offered through Signature Financial Services, Ltd.

Securities offered through First Heartland Capital, Inc., Member FINRA & SIPC

855 East Golf Road, Suite 2128, Arlington Heights, IL  60005  (847) 545-8070

Signature Advisors Group Entities are not affiliated with First Heartland Capital, Inc.