Signet Financial Management, LLC was established in 1988. We are a team of driven professionals including Chartered Financial Analyst's (CFA) and Certified Financial Planner's (CFP) with decades of experience. We believe each client deserves their own personal portfolio, custom tailored to their individual requirements. We accomplish this by developing genuine relationships to intimately understand your goals and needs. We custom design portfolios based upon each client's individual risk tolerance and income needs using our own proprietary management strategies. This means our clients own the individual stocks and bonds our research has identified. The result is, we believe, a lower cost, more tax-efficient portfolio. Furthermore, this promotes transparency for clients about every investment decision we make.
|Firm Start Year:||1988|
|Name of Custodial Firm:||TD Ameritrade, Charles Schwab|
|States Licensed in:||All states|
|Number of Years with Current Firm:||5|
|I work with the following types of clients:||Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs|
|Advisory Services Provided:||Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers|
|Investment Types:||Options & Futures, Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Video Conference, Via Email, At my office, Via Phone, Our Offices, At your home, At your office|
|Firm's Number of Clients:||683|
|Firm's Number of Planning Clients:||51|
|Firm's Number of Managed Clients:||683|
|Assets Managed by Firm:||$809,000,000|
|Advisor's Number of Clients:||140|
|Advisor's Number of Managed Clients:||140|
|Advisor's Number of Planning Clients:||140|
|Assets Managed by Advisor:||$250,000,000|
|Registered Investment Advisor:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$500,000|
|Bachelors Degree - Economics and Sociology / Anthropology||
Colgate University - Hamilton NY
Signet Financial Management, LLC ("Signet") is a registered investment advisor with the U.S. Securities and Exchange Commission ("SEC"). Information in this message is for the intended recipient[s] only. Please visit our website [http://www.signetfm.com/index.php/disclaimer.html] for important disclosures.
Stephanie guides clients through the investment process of wealth management and planning. She focuses on making sure the client has a comprehensive understanding of investing and a comfort level with her as an advisor. She spends the time needed with each client to ensure the relationship is built on trust. She provides ongoing insight to create the best scenario for a client to achieve their financial goals. Stephanie has over 27 years of investment industry experience. Prior to joining Signet Financial Management, LLC in 2016, she worked for TD Ameritrade, iShares, Fisher Investments, and Merrill Lynch. Stephanie has a BA in Economics and Sociology/Anthropology from Colgate University. She enjoys time in Florida with her dogs and traveling. She is a Pack Leader for Broward County Humane Society, and involved with other charities including Paws for You and Toys for Tots.
Our investment team believes that a disciplined, analytical process grounded in academic theory and fundamental research drives success in the long-term. We use evidence, data, and logic to make investment decisions. We structure your portfolio based on years of market research and a deep understanding of the dimensions of risk that reward investors over longer (10+) periods of time. We don't participate in guesswork, predictions or market timing. We use a proprietary, quantitative stock ranking system which we call factor investing to evaluate investments across an extensive group of factors, including value, size, quality, momentum, and safety.
Achieving your retirement goals takes disciplined saving, spending, and investing. Our team of experts work with you to stay on track to live the retirement you want: Develop a clear picture of your current financial situation. Help you decide when to retire. Show the income your nest egg could provide compared to your needs and goals. Implement strategies designed to generate income, manage risk, and protect against inflation. Continuously monitor your plan, adjusting as markets and your circumstances change.
Estate Planning & Trusts
With ever-changing tax laws, healthcare overhaul and other dynamic issues at play, it is increasingly vital to consult experts in each of these areas to ensure your wealth is properly shielded from unnecessary tax burdens. Estate planning includes but is not limited to: The establishment and updating of wills and trusts Health, life, liability and business insurance Long-term health care Beneficiary designations and powers of appointment Philanthropy and gifting As fee-based fiduciaries, we work with you to identify your risks and needs in order to try to align you with just the right professionals. We will also work with your existing team of CPAs, attorneys and others as needed to prioritize your comfort and financial well-being.
Greg has over 25 years of experience in the financial services industry. He is a CERTIFIED FINANCIAL PLANNER™(CFP®). He is a curious, empathetic, engaged and solutions-oriented financial professional with a passion for putting clients and their families in a better financial situation. He accomplishes this by obtaining a thorough understanding of each client’s needs and preferences and then developing a plan and implementing customized solutions that accomplish these goals. H ...more
|Mon.||8:30 AM - 5:00 PM|
|Tue.||8:30 AM - 5:00 PM|
|Wed.||8:30 AM - 5:00 PM|
|Thu.||8:30 AM - 5:00 PM|
|Fri.||8:30 AM - 5:00 PM|