Signature Estate & Investment Advisors, LLC

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

CAIS Live Conversations, Building With Alts | Inside SEIA’s Growth Playbook With President Matt Matrisian (EP. 40) 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...

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.

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/

☕ 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

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.

Has Warsh just been given a poisoned chalice? Balance sheet risk and sticky inflation rewrite the rate-cut playbook for RIAs.

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/

Q1 Earnings: Tech Carries the Tape | SEIA | Signature Estate & Investment Advisors First-quarter earnings season is nearly complete, and the results have been the strongest since the pandemic-era recovery in late 2021.

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

As access to alternative investments becomes more commoditized, the question is no longer how to access them; it’s how to use them in a way that truly differentiates client portfolios.

Our Chief Operating Officer, Eric Rosen, spoke with Julie Cooling of RIA Channel at iCapital Connect 2026 about how that shift is playing out.

Clients are looking less for products and more for solutions tied to specific goals. And as alternatives expand, they now span a spectrum, from more accessible, easy-to-implement strategies to highly customized opportunities for ultra-high-net-worth investors.

In between, there’s a growing focus on strategies that can navigate less certain markets, where traditional allocations don’t always provide clear direction.

Watch the full conversation here: https://www.riachannel.com/seias-eric-rosen-on-alternatives/?partnerref=seia

SEIA’s Eric Rosen On Alternatives Eric Rosen, Chief Operating Officer of Signature Estate and Investment Advisors (SEIA), joined Julie Cooling, Founder and CEO of RIA Channel, at iCapital Connect 2026 to discuss how advisors are evolving their approach to alternatives.

We invite you to join our upcoming Investment Roundtable.

This discussion will take a closer look at how artificial intelligence is beginning to show up in markets, not just as a theme, but in productivity, capital flows, and areas of market leadership.

Sam Miller and Phillip Argue will be joined by Meera Pandit of J.P. Morgan Asset Management to share perspectives on the current environment and how they’re thinking about portfolio positioning.

Register here: https://seia.zoom.us/webinar/register/WN_ts1gSxvGRVGC38Q192hgQA #/registration