Signature Estate & Investment Advisors, LLC
Vince A. DiLeva, MS, CFP®, AIF®, Senior Partner
1815 Via El Prado, Suite 100 in Redondo Beach, 310-712-2320, seia.com
Signature Estate & Investment Advisors, LLC (SEIA) excels at customizing wealth management and investment strategies for individuals, families and corporations. The firm—entrusted with managing more than $2 billion in client assets as of October 31, 2011—offers portfolio management, retirement planning, estate and legacy planning and philanthropic and family foundation management. Vince DiLeva is a senior partner with SEIA in the Redondo Beach office and a member of the firm’s Investment Committee, which guides the firm’s portfolio strategies. In the financial field for the past 15 years, Vince received his bachelor’s degree in business administration with an emphasis in finance and marketing from Loyola Marymount University and his master’s degree in financial planning from the College of Financial Planning.
What’s one trend that is defining the financial industry today?
“I think the trend has been moving away from commissions and hidden fees and moving toward a more open and transparent advisor/client relationship. We have been fee-based advisors since 1997, and the industry has been slowly moving in this direction.”
What is the biggest benefit your clients gain from working with you?
“Lots of attention and honesty. I work directly with my clients and always give an honest and direct answer and approach to managing their portfolios. My team and I are always 100% committed to providing independent, unbiased advice in all areas of their financial picture.”
What’s most rewarding about your work?
“Great client relationships and helping people and corporations reach their goals. I also enjoy educating and informing clients about unique strategies and techniques to improve their overall retirement and estate plans.”
What’s the most common mistake people make with their money?
“Not understanding risk. Investors focus on the expected rate of return of stocks, bonds and alternatives but do not focus as much on standard deviation and the impact on their portfolio. This causes investors to be reactive with their investment decision making.”
When did you move to this area?
“After working in Century City for 15 years, it’s been a great opportunity to expand our firm to the South Bay. I was born and raised in the South Bay and have lived here all my life. Now I am proud to say I am raising my family here.”
Registered Representative/Securities Offered through Signator Investors, Inc., Member FINRA, SIPC, 2121 Ave of the Stars, Suite 1600, Los Angeles, CA 90067 (310)712-2323. SEIA, LLC and its investment advisory services are offered independent of Signator Investors, Inc. and any subsidiaries or affiliates. SEIA-11042011-00721. VAD CA INS 0B84300.