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Newport Beach, CA

Address
610 Newport Center Drive, Suite 300, Newport Beach, CA 92660
Fax
(949) 691-3065
Hours of Operation
Today - -
Newport Beach
Newport Beach
Located in the heart of Fashion Island, a destination shopping center overlooking the Newport Harbor, SEIA Newport Beach serves a diverse clientele of affluent individuals, athletes, families, and corporations. Our firm offers portfolio management, retirement planning, estate & legacy planning, and philanthropic & family foundation management.
We are proud to support several local organizations such as Children's Hospital of Orange County, Goodwill of Orange County, and various youth sports.
Features
Accessibility
  • Wheelchair accessible elevator
  • Wheelchair accessible entrance
  • Wheelchair accessible restroom
Amenities
  • Restroom
Planning
  • LGBTQ friendly
  • Service options
  • Online appointments
  • Onsite Services
  • Covid-19: Check our service and safety guidelines
    As we continue to respond to the impact of COVID-19, the safety and well-being of SEIA employees and clients are of the highest importance. We have instituted the following policies for all SEIA offices and continue to rely on guidance from state and local authorities and the CDC to navigate the ongoing pandemic.
    Protect Yourself and Others from COVID-19
    • Stay home if you are sick with a cough, shortness of breath, difficulty breathing, fever or chills or if you are currently under quarantine or isolation.
    • Stay 6 feet away from other customers and staff as much as possible.
    • Wear a face covering over your nose and mouth while you are here.
    • Clean your hands with soap and water or hand sanitizer after contact with frequently touched surfaces.
    Download Our Policy
Newport Beach, CA TEAM
Mark E. Copeland
CFP®, AIF®
Founding Partner
Mark E. Copeland

Mark E. Copeland

CFP®, AIF®
Founding Partner
Contact

Mark E. Copeland, CFP®, AIF® is a Founding Partner in Signature Estate & Investment Advisors. He is one of SEIA's four founding partners who have shared over two decades of teamwork together. Mr. Copeland's emphasis is Investment Planning and Wealth Management with affluent individuals, athletes and corporations. Currently, he is a licensed independent insurance broker and Partner with Signature Comprehensive Insurance Services, LLC (SCIS).

Since 1988, Mr. Copeland has been in the securities and insurance business. His current memberships include the International Board of Certified Financial Planners and the National Association of Insurance & Financial Advisors. He currently resides in Orange County, California with his wife and four children.

Mr. Copeland received his Bachelors of Science degree in Political Science from the University of California, Los Angeles. He is a CERTIFIED FINANCIAL PLANNER™ practitioner with the Certified Financial Planner Board of Standards, Inc., having completed the CFP® professional education program through the College of Financial Planning in 1993. He is also a licensed insurance agent (CA Insurance Lic. #0750414).

For additional information on awards and accolades received, please refer to our Disclosure Information page.

Terence Da Cunha
CFP®, AIF®
Senior Partner
Terence Da Cunha

Terence Da Cunha

CFP®, AIF®
Senior Partner
Contact
Terence E. Da Cunha is a Senior Partner with Signature Estate & Investment Advisors, LLC in the Newport Beach branch. Mr. Da Cunha joined SEIA in September of 2006. His emphasis is Investment Planning and Wealth Management, and he is very well versed in the discipline of technical analysis for portfolio risk management.

Mr. Da Cunha has been in the securities business since 1990 and has been managing portfolios for over 28 years. He began his investment career in Newport Beach, California as a financial advisor and from there he went on to a Private Investment Bank in Orange County serving as a Vice President of Investments for six years. At his prior firm, Mr. Da Cunha was also involved in training new financial advisors.

He was born in Nairobi, Kenya, but spent most of his formative years in Orange County where he currently resides with his wife and their two sons. He is very active in the San Clemente community donating his time to the Rotary Club of San Clemente and his church.

Mr. Da Cunha received his Bachelor of Arts degree in Economics from California State University, Long Beach in 1989. He earned the Accredited Investment Fiduciary® (AIF®) professional designation in 2012 from Fiduciary360, receiving formal training in investment fiduciary responsibility. In 2013, Mr. Da Cunha earned his CERTIFIED FINANCIAL PLANNER™ certification, after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. He is also a licensed insurance agent (CA Ins. License #0F61938).
Michael Evans
CFP®, CMFC®
Partner
Michael Evans

Michael Evans

CFP®, CMFC®
Partner
Contact
Michael Evans, CFP® is a Partner at Signature Estate & Investment Advisors, LLC. Mr. Evans has been in the securities and insurance business since 1996. Prior to becoming an Advisor at SEIA, Mr. Evans was a consultant with Charles Schwab's private client group in Palos Verdes, California.

Aside from his work at SEIA, he is an active member of the Financial Planning Association. Mr. Evans is married with two children and is a lifelong resident of Orange County, California.

Mr. Evans received his Bachelors of Arts degree in Business Administration with an emphasis in Economics from California State Fullerton. He is a CERTIFIED FINANCIAL PLANNER™ practitioner. He is also a licensed insurance agent (CA Ins. License #0B79028).
Hampton C. Adams III
AIF®
Financial Advisor
Hampton C. Adams III

Hampton C. Adams III

AIF®
Financial Advisor
Contact
Hampton C. Adams, M.B.A., AIF® is a Financial Advisor with Signature Estate & Investment Advisors, LLC (SEIA) in the Newport Beach office. Mr. Adams received his Bachelor of Science degree in Engineering from the University of Southern California (USC) in 1986. He then went on to complete his M.B.A. at the University of Virginia (Darden School of Business). Currently he is a Registered Representative of, a licensed insurance agent (CA Ins. Lic. # OI44209) and is a member of the CFA Society of Los Angeles and the Financial Planning Association of Orange County. He also earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360, receiving formal training in investment fiduciary responsibility.

Since 1988 Mr. Adams has been in the financial services industry with a focus on economics, research and portfolio management. Prior to joining SEIA, he held positions with several investment banks including; Citicorp Securities, Prudential Securities and CIBC World Markets as well as the economic consulting firm of Arthur B. Laffer & Associates. Many notable individual clients, executive groups and corporations have retained him for seminars and private consultations. He has been featured in the press and quoted for his insights on the markets.

Mr. Adams and his family reside in Orange County, California. He is active in the community having served as a Group Leader in the YMCA Adventure Guides Program, a middle school basketball coach, an AYSO-certified soccer referee, and an usher at St. Joachim Catholic Church.
Jim Bray
CFP®
Financial Advisor
Jim Bray

Jim Bray

CFP®
Financial Advisor
Contact
Jim Bray, CFP® , is a Financial Advisor at Signature Estate & Investment Advisors, LLC's (SEIA) Newport Beach office. He has significant experience in retirement planning, estate planning and simple, straight forward financial planning based on his client's specific goals.

Jim started his career as an advisor in 2004 at Morgan Stanley, transitioned to Wells Fargo Advisors in 2010 and eventually went independent in 2015. This experience has given Jim a broad understanding of the investment industry and an expanded view of multiple investment strategies. Jim received his Bachelor of Science degree in Marine Biology from the University of California, Santa Cruz. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2009. He is also a licensed insurance agent (CA Ins. License #0E43323).

Jim is an Orange County, California native and resides in San Clemente. In his free time, he enjoys an active lifestyle of surfing, snowboarding, and traveling with his kids.
Ronald Reyes
CMT®, CMFC®
Senior Manager, Trading Technologies
Ronald Reyes

Ronald Reyes

CMT®, CMFC®
Senior Manager, Trading Technologies
Contact
Ronald Reyes, CMT®, CMFC® is a Senior Trader at our Newport Beach office. Ronald is engaged in our daily trading operations, specializing in best execution and developing trading processes.

Ronald began his career with Crowell Weedon & Co. as a floor broker on the Pacific Stock Exchange in Los Angeles. Ronald served as a Partner, Proprietary Trader with them for 13 years. In 2012, Ronald joined Electronic Transaction Clearing, where he managed the clearing firm's day-to-day trading operations. He was promoted to Vice-President, Managing Director of Operations and was responsible for the strategic implementation of technological solutions to improve business operations and efficiency.

Ronald is an active member of the Security Traders of Los Angeles and the CMT - Los Angeles Chapter. Ronald currently resides in Huntington Beach with his wife and daughter.
Bill Collopy
MBA, CMFC®, AIF®
Advisor
Bill Collopy

Bill Collopy

MBA, CMFC®, AIF®
Advisor
Contact
Bill Collopy, MBA, CMFC®, AIF® is an Advisor at SEIA. He facilitates all stages of the financial planning process, constructs customized portfolio strategies, and performs due diligence while monitoring investment performance. Bill specializes in creating a comprehensive plan to help retirees and near-retirees reach their long-term goals.

He is a lifelong resident of Orange County, California. Bill enjoys playing golf, scuba diving, and skiing. As an avid photographer, he also enjoys traveling the world with his wife and cameras.

Bill received his Bachelor of Arts degree in Geography and Satellite Imagery from the University of California, Santa Barbara in 2002. Additionally, in 2011, he received his Master of Business Administration from Chapman University. He also holds his Series 7 and Series 66 securities licenses and earned his Accredited Investment Fiduciary® (AIF®) professional designation in 2015, after receiving formal training in investment fiduciary responsibility from Fiduciary360. At the College of Financial Planning, Bill earned his Chartered Mutual Fund Counselor® (CMFC®) designation in 2016 and is currently enrolled in their CERTIFIED FINANCIAL PLANNER™ (CFP®) curriculum. He is also a licensed insurance agent (CA Ins. License #0125302).
Chad Miller
CFA®
Advisor
Chad Miller

Chad Miller

CFA®
Advisor
Contact
Chad Miller, CFA® is an Advisor on Mark Copeland's team at SEIA. Chad blends his intellectual curiosity and focused process to deliver premium advice to his clients. He utilizes an in-depth understanding of their needs to tailor and implement specific solutions that help clients achieve their financial goals. His focus includes market research, portfolio construction and retirement planning.

Chad joined SEIA in early 2015 after beginning his finance career at Merrill Lynch. Chad received his Bachelor of Science degree in Business Economics from the Wharton School at the University of Pennsylvania and he earned his Chartered Financial Analyst® designation in 2018. He is also a licensed insurance agent (CA Ins. License #0K37543).
Brian Schiazzano
AAMS®
Advisor
Stephanie Perkins
AIF®
Client Service Manager
Stephanie Perkins

Stephanie Perkins

AIF®
Client Service Manager
Contact
Natalie Rodgers
Client Service Manager
Natalie Rodgers

Natalie Rodgers


Client Service Manager
Contact
Paula Hart
Client Service Associate
Paula Hart

Paula Hart


Client Service Associate
Contact
Kelli French
Client Services Manager
Kelli French

Kelli French


Client Services Manager
Contact
Services
Frequently Asked Questions
  • How is SEIA different?
    Signature Estate & Investment Advisors, LLC (SEIA) is a Registered Investment Advisory firm offering Investment Management and Financial Planning Services tailored to the unique needs of affluent individuals, institutions, and corporations. We provide an advisory partnership focused on helping achieve long-term financial goals and objectives.

    Given that we are held to a fiduciary standard, we keep your best interests always at heart. Our team of experienced professionals address your unique goals and objectives with a customized investment, estate, or financial plan. Our commitment to successful wealth management is built upon deeply-rooted and meaningful client relationships.
  • What is SEIA’s approach to investment management?
    SEIA’s six-step asset management process helps ensure that your financial goals and objectives are met:
    1. Determine investor needs
    2. Assess risk tolerance
    3. Review asset allocation
    4. Implement strategic plan
    5. Rebalance and monitor portfolio
    6. Comprehensively report

    Strategic Macro Allocation
    After calculating the range of probabilities for a specific risk tolerance, SEIA can determine which combination of assets might provide your best risk-adjusted return. Results are then analyzed to create an “Efficient Frontier” curve that highlights the appropriate mix of assets at a given level of risk. Strategic Macro Allocation provides guidelines to “buying low and selling high”* through rebalancing portfolio assets that have gone up in value against assets that have either retraced or stagnated, helping bring the portfolio back to the optimal allocation.

    Tactical Micro Allocation
    By employing Strategic Macro Allocation and Tactical Micro Allocation strategies, SEIA can potentially capture additional value by managing allocation shifts within a business cycle. These strategies also help prudent investors take advantage of shorter-term tactical trends that may favor various asset classes, sectors and industries.
     
    *Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. They are methods used to help manage investment risk. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.
  • What can I expect as a client of SEIA?
    SEIA combines its foundation in investment management and financial planning with advanced advisory services to create a truly customized client experience. Our holistic wealth management process includes the oversight and stewardship of all elements of your financial life. Along with our commitment to navigate the potential growth of your wealth, we help protect and preserve your estate by managing risk, developing efficient tax strategies, and planning for the distribution of your legacy.
  • What is a fiduciary financial advisor?
    A fiduciary must put your best interest above their own. A financial advisor who is a fiduciary has an ethical duty to recommend the best investments for you. Fiduciaries have a bond of trust with clients and must avoid conflicts of interest. If your financial advisor does not have a fiduciary duty to you, they may be able to recommend investments or products that pay them a bigger commission over ones that would be the best fit for you, which could cost you more.
  • Why do I need a financial advisor?
    Financial advisors are professionals who advise their clients on decisions related to wealth management and personal finance. This can include assessing your current financial situation and goals, developing a comprehensive plan that addresses your major areas of concern, providing ongoing advice as unexpected financial issues arise, setting up investment accounts and investing funds for you, and much more.

    Financial decisions can often be time consuming, overwhelming, and emotionally taxing. Having an unbiased financial advisor to assist with these decisions can be extremely valuable.
  • What is non-discretionary investment management?
    Signature Elite is a non-discretionary custom investment management platform designed for the high net worth individual. We incorporate a holistic investment management process collaborating with your tax, legal and other professionals to help meet your overall wealth management needs. The combination of Strategic Macro and Tactical Micro Allocation strategies with a third Dynamic Allocation Strategy creates your personalized Core-Satellite Portfolio.

    Special Situations
    • Diversification around Concentrated Positions
    • Tax-Loss Harvesting Opportunities
    • Strategically Unwind Concentrated Positions
    • Consideration of Legacy Assets
    Portfolio Customization
    • Individual Stocks and Bonds
    • Illiquid and Liquid Alternative Investments
    • Access to Institutional Class Investments
    • Laddered and Barbell Bond Strategies
     
    Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. They are methods used to help manage investment risk.
  • What is the Private Client Group (PCG)?
    Our private client group is tailored to the needs of affluent clients who entrust SEIA with managing over $5 million of assets. As part of the SEIA Private Client Group, clients have special access to customized financial solutions, services, and events.
  • What is the Signature Allocation Series (SAS)?
    Signature Allocation Series (SAS) is a discretionary model platform engineered for various time-horizons and objectives to meet a client’s personalized investment needs. Using an open-architecture platform, these models incorporate multiple asset classes, investment styles, and investment vehicles.

    The investment strategy employs both Strategic Macro Allocation and Tactical Micro Allocation capturing opportunities within the business cycles.

    The portfolio is professionally monitored on a continuous basis. SEIA will automatically rebalance/reallocate investments in accordance with the Investment Policy Statement.
     
    Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. They are methods used to help manage investment risk. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.
  • What is the Signature Fund For Giving (SFFG)?
    Philanthropy is a long-standing pillar for the employees of SEIA. In our mutual recognition of the importance of giving back, we came together as a firm to pool our resources in support of children’s causes. The SEIA Signature Fund for Giving helps support local youth who represent tomorrow’s leaders and innovators.
  • Does SEIA offer socially responsible investment strategies?
    SEIA understands that sound investment advice and allocating investments based on one’s values are not mutually exclusive. Together, values-based investing can achieve both goals. Investors can ‘do good’ with impactful investments to promote sustainable conditions achievable through three main tenets—the Environment, the Society, and Corporate Governance (ESG). Your values can dictate your portfolio, and SEIA can help guide you through the process.
  • What are the key types of investments?
    There are many types of investments, but some of the most popular are:
    • Stocks: an investment in a specific company
    • Bonds: a loan to a company or government
    • Mutual funds: a pool of money from many investors that employ a professional manager to invest across a large number of investments all at once
    • Exchange-traded funds (ETFs): Similar to a mutual fund in that it’s a pool of money from many investors that invests across a large number of investments all at once, but trades on an exchange and can be purchased or sold throughout the day
  • What are the key components of financial planning?
    There are many elements of a financial plan:
    • Financial goals: What you want to accomplish in the short, medium, and long-term
    • Net worth statement: An itemized list of your assets and your debts
    • Budget and cash flow planning: An assessment of where your money is going over the course of time
    • Retirement plan: Understanding your retirement goals and assessing your readiness to retire
    • Emergency funds: Making sure you set aside enough cash to cover essential living expenses in the event of the unexpected
    • Insurance coverage: Important to protect in the event of an unexpected event. This can include health, disability, auto, homeowners, renters, and life insurance
    • Estate plan: This can include a will, trust, healthcare power of attorney, and financial power of attorney
  • What are the key steps in risk management?
    Here are five distinct methods, or strategies of dealing with risk:

    1. Risk avoidance: Avoid those high risk activities in your life that, should they happen, would be catastrophic to your personal financial plan. Examples of these activities would be speeding, dangerous sports, smoking, etc.

    2. Risk retention: To personally assume the risk, in essence self-insuring. In this case the risk must not impose a substantial financial or non-financial threat to you. For example, “I do not insure my life because I have no debts or obligations,” or “I forego long-term care insurance because I believe I have enough in financial assets and cash flow to pay out-of-pocket for this type of medical care.”

    3. Risk reduction: There are two sub strategies to this method: Loss Prevention and Control, for example: use of fire and burglar alarms, air bags, and smoking and weight control programs. Risk reduction can also involve minimizing risk by using an insurance company that uses the law of large numbers to maintain their solvency.

    4. Risk sharing: In this strategy one assumes a limited degree of manageable risk and transfers the balance of the risk to one or more organizations. For example, I choose a high deductible health plan that would require me to pay the first $5,000 of any major health bills, but would then pick up 100% of the cost after that. This risk sharing agreement allows me to cut my monthly insurance premiums by 40%. I can cover the $5,000 in risk and hope that over the long run my reduction in premiums justifies the risk of having to pay $5,000 out-of-pocket.

    5. Risk transfer: I transfer risk completely to a third party in consideration of an insurance premium. Life, disability, and liability risks are often dealt with in this way.
  • What’s the difference between a will and estate plan?
    Along with a trust, healthcare power of attorney, and financial power of attorney, a will is an important part of an estate plan. A will outlines your wishes for the assets you own at your passing. It allows you to name the people you’d like to leave something to upon your death. In most states, without a will, your assets will follow a process called probate, in which the state determines how your assets are distributed based on state law. A will allows your assets to skip the probate process and be distributed as you wish.
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