Signature Wealth Management Group
Signature Wealth Management Group is a Registered Investment Adviser headquartered in Atlanta, GA, United States, with approximately 11 employees. The firm has been serving clients for over 25 years, beginning with retirement planning for employees and executives in the utilities industry and expanding its services to veterans, pilots, healthcare professionals, and business owners. As an SEC-registered RIA, the firm specializes in comprehensive financial planning and wealth management for both high net worth and other individual clients.
Investment Strategy
Signature Wealth Management Group creates personalized financial plans for clients, focusing on retirement planning, income generation, and capital growth. Their investment management approach blends a variety of financial instruments tailored to each client's attitudes and goals. Strategies are fully explained, including risks and costs, before investing. The firm emphasizes a long-term partnership and guidance through all stages of life and market conditions, favoring transparency, simplicity, and personal commitment over purely transactional relationships.
Top Holdings
Equity Positions (115)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SO | SOUTHERN CO | 4.38% | $11.1M | 121,009 | $70.58 | $91.83 | -$74.4K |
I IBDQ | ISHARES TR | 3.62% | $9.2M | 364,816 | $24.78 | $25.18 | +$152.6K |
I IBDS | ISHARES TR | 2.50% | $6.3M | 260,900 | $23.94 | $24.27 | +$126.8K |
M MSFT | MICROSOFT CORP | 2.29% | $5.8M | 11,670 | $382.80 | $497.41 | +$1.4M |
I IBDU | ISHARES TR | 2.27% | $5.8M | 246,678 | $23.04 | $23.33 | +$114.2K |