SIGNATUREFD, LLC
ATLANTA, GA

SignatureFD, LLC is a fiduciary-based firm with the mission of empowering clients to leverage their wealth effectively to achieve personal life goals. Founded on June 03, 2004, and incorporated in Georgia but mailing from Atlanta's 1230 Peachtree Street, the company prioritizes aligning investment strategies with individual aspirations rather than merely achieving arbitrary financial targets. As a 'Florida Certified Domestic Limited Liability Company', it emphasizes honesty, loyalty, and high ethical standards to maintain trust. The firm operates independently, ensuring that collaborations always serve clients' best interests, promoting transparency in all dealings, including fee disclosures and conflict potential evaluations. SignatureFD offers highly tailored services encompassing wealth accumulation, preservation, and transfer, underpinned by a 360° understanding of client-specific financial situations. The approach integrates tactical asset allocation with meticulous money manager selection to enhance the value delivered. The company's offerings address comprehensive financial and investment complexities, with a focus on maximizing returns while minimizing taxes and expenses. SignatureFD also emphasizes risk management through diversification strategies and consults on various insurance coverages for assets protection, ensuring clients' families and properties are safeguarded against unexpected events. SignatureFD remains committed to its innovative, client-centric wealth program design ethos aimed at growing capital efficiently so that it actively supports achieving personal life goals. It is helmed by key personnel such as David S Fisher, CIO, and Heather Fortner, Chief Executive Officer, who lead the firm's vision into practice. For more information on their philosophy or services, visit signaturefd.com.