Signature Resources Capital Management, LLC

Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors and participants. The firm offers discretionary, limited-discretionary, and non-discretionary portfolio management alongside standalone planning and participant investment advice, and it also serves as a sub‑advisor to third‑party platforms.

The firm manages customizable model portfolios through a defined “Global Target Risk” approach that emphasizes broad global diversification and factor tilts—increasing equity exposure for higher risk tolerances and tilting fixed income toward duration and credit as appropriate. SRCM states a preference for longer-term holdings and implements portfolios primarily with mutual funds and ETFs while tailoring allocations to individual client objectives and restrictions.

Distinctive elements include SRCM’s role as a sub‑advisor via Envestnet’s turnkey asset management program and a sizable Assets Under Advisement position (about $201.7 million) in addition to approximately $303.9 million in discretionary AUM. The brochure also discloses related insurance agencies controlled by firm principals and that certain personnel are licensed insurance agents who may receive commissions, a potential conflict the firm acknowledges and describes in its disclosure and policies.