Contact Signal
Call Us: 817-877-4256 **
** Hours (Mon - Fri: 8AM to 5PM)
For client service center dial ext. 500
Our Location
700 Throckmorton St, Fort Worth, TX 76102
Wealth Management & Financial Planning
Mon to Fri: 8 AM - 5 PM
Mon to Fri: 8 AM - 5 PM
Generating positive returns
The Signal Advisory Services program is designed for the client who is concerned with both investment performance and risk management. Our focus is on generating positive returns, not beating benchmarks, as well as doing well in bad times and skillfully managing downside risk.
Asset and Portfolio Management
- Assess current portfolio risk and return potential
- Recommend and implement portfolio changes that better align the portfolio with the client’s objectives. These recommendations seek to minimize risk for a given level of expected return. Whenever possible we utilize existing assets to reduce transaction costs and minimize unfavorable taxable events.
- Actively monitor portfolio holdings.
- Provide detailed reporting information. These reports include:
- Cost basis tracking for tax purposes
- Realized and unrealized gain and loss reporting
- Net Time Weighted Return reports
- Portfolio statements can be customized to suit you or your CPA’s needs
- Portfolio income projections by month or year
- Asset allocation reports
- Many others are available
Financial Planning
- Retirement Needs and Accumulation Analysis
- Retirement Distribution Planning
- Educational Expense Planning (including 529 plans and Educational Savings Accounts)
- Estate Planning
- Life and Disability Insurance Needs Analysis
- Charitable Gifting Plans
- Long-term Care Planning
Our preferred custodian for custody of advisory clients’ assets is Schwab Institutional.
We are dedicated to serving high-integrity financial advisors in Texas.
28+ Years
Of Experience
1500+
Financial Advisors Helped
8500+
Clients
1.25 Billion
Client Assets
Signal Securities is a premier broker/dealer serving high-integrity financial advisors throughout Texas and the surrounding regions.
700 Throckmorton St.
Fort Worth, TX 76102
