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Beaverton, OR

Address
4145 SW Watson Avenue, Suite 350, Beaverton, OR 97005
Fax
(571) 444-6249
Hours of Operation
Today - 08:30 AM - 05:00 PM
Beaverton
Beaverton
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
Beaverton, OR TEAM
Andrew Rome
CDFA®
Associate Advisor
Andrew Rome

Andrew Rome

CDFA®
Associate Advisor
Contact
Raised among family members who worked in financial services, Andrew learned from an early age what the impact of proper financial management can do to help achieve one's goals. He acts on this passion, assisting families, businesses and nonprofits every day.

Andrew combined his financial advising practice with David Johnson's in January 2006 and their combined skills and experiences help to deliver client satisfaction with individualized, focused and creative solutions. Clients appreciate their experience in evaluating various components of wealth management including insurance, investments, cash flow analysis, retirement and multi-generational planning.

After a customized financial strategy is put into place, Andrew and David stay connected with their clients through quarterly reviews, ad hoc phone calls and meetings. Additionally, they work with their clients' other professional consultants (CPAs, attorneys, etc.....) to ensure everyone is working in accord with one main objective—to help clients achieve their goals.

During his free time, Andrew enjoys running marathons, traveling, and enhancing his culinary skills (albeit at a slow pace). Additionally, Andrew gives back to his community by serving as a board member of Child Centered Solutions as well as gives pro bono seminars and assistance with financial literacy organizations including the Tragedy Assistance Program for Survivors (TAPS). He currently resides in the Goose Hollow neighborhood of Portland, Ore., where he is helping to start the Goose Hollow Business Alliance.

Andrew graduated from Colgate University in Hamilton, New York where he was awarded honors and Phi Beta Kappa distinctions. He also obtained a coveted White House Internship within the National Economic Council. Andrew holds the FINRA Series 66 and 7 professional securities licenses, as well as life, health, long term care and variable insurance licenses.
Rivers Rodriguez
Client Service Associate
Rivers Rodriguez

Rivers Rodriguez


Client Service Associate
Contact
Vannara Murphy
Client Service Specialist
Vannara Murphy

Vannara Murphy


Client Service Specialist
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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OTHER NEARBY LOCATIONS
San Mateo, CA
San Mateo, CA
3 East Third Avenue, Suite 217, San Mateo, CA 94401