SIGNATURE FINANCIAL Overview

Signature Financial Management Inc. is an investment advisor that manages 3.3 BN dollars in regulatory AUM and has 38 employees, of which 21 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 247MM in positions, representing 7% of the manager's regulatory AUM.

SIGNATURE FINANCIAL StockAlpha

-6.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SIGNATURE FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 11.93% ETF 2.17% 0% 0 29%
HEWJ 8.57% ETF 10.57% 0.68% 2 1%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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SIGNATURE FINANCIAL Founders and Key Employees

Name Title In Position Since
Anne B. Shumadine Chairman/Director June-1994
Susan R. Colpitts Executive Vice President/Director June-1994
Conrad M. Shumadine Shareholder June-1994
Donna S. Rucker Chief Compliance Officer January-1997
George R. Webb President/Director October-2007
Stephen P. Smiley Director September-2011
Xandra L. Burnette Chief Operations Officer June-2014
James H. Shumadine Shareholder/Director September-2011

SIGNATURE FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro

SIGNATURE FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


A. Methods of Analysis and Investment Strategies. SIGNATURE seeks to achieve client investment objectives by allocating cash among asset classes, choosing non-affiliated money managers, monitoring the money managers’ performance, and employing certain risk management or other techniques designed to enhance returns. SIGNATURE diversifies the assets in client accounts as its primary risk management tool. SIGNATURE invests client portfolios in several asset classes, including public and private equities, fixed income, real assets and hedge funds. SIGNATURE’s client portfolios are intended to reflect the client’s risk and return desires, time frame, liquidity constraints and other applicable limitations.

SIGNATURE develops asset allocation strategies based on its independent research and its current understanding of economic conditions. SIGNATURE uses analytic tools from sources such a...
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SIGNATURE FINANCIAL Portfolio Concentration

SIGNATURE FINANCIAL Location

WORLD TRADE CENTER
101 WEST MAIN STREET, SUITE 700
NORFOLK, Virginia
UNITED STATES, 23510-1676

SIGNATURE FINANCIAL Contact Information

Phone Number: 757-625-7670
Fax Number: 888-295-7101
Website:

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