Michael Joseph Evans

Portfolio Manager-Equities at

Signature Estate & Investment Advisors LLC

Finance

Consumer Services

Profile

Mr. Michael J.
Evans is a Senior 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 the firm, Mr. Evans was a Consultant with Charles Schwab’s private client group in Palos Verdes, 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).

Michael Joseph Evans active positions

Companies	Position	Start
Signature Estate & Investment Advisors LLC Signature Estate & Investment Advisors LLC Investment ManagersFinance SEIA’s Department of Investment Management and Economic Strategy (DIMES) is responsible for the research and development of SEIA’s asset allocation targets. DIMES uses the principles found in Modern Portfolio Theory, proprietary research, and third-party research. Their analysis and investment selection are driven by a two-prong approach (Quantitative and Qualitative) to filter the investment universe of each asset class and style down to specific investments that meet SEIA’s standards.	Portfolio Manager-Equities	2003-10-31

All active positions of Michael Joseph Evans

Former positions of Michael Joseph Evans

Companies	Position	End
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services	Corporate Officer/Principal	-

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Linked companies

Private companies	3
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services	Finance
Signature Estate & Investment Advisors LLC Signature Estate & Investment Advisors LLC Investment ManagersFinance SEIA’s Department of Investment Management and Economic Strategy (DIMES) is responsible for the research and development of SEIA’s asset allocation targets. DIMES uses the principles found in Modern Portfolio Theory, proprietary research, and third-party research. Their analysis and investment selection are driven by a two-prong approach (Quantitative and Qualitative) to filter the investment universe of each asset class and style down to specific investments that meet SEIA’s standards.	Finance
California State University-Fullerton California State University-Fullerton Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services