Len Hirsh

Background

About Len Hirsh

Len Hirsh is a Partner at SEIA (Signature Estate and Investment Advisors). As a CFP® (Certified Financial Planner®), a CPWA® (Certified Private Wealth Advisor®), and an AIF® (Accredited Investment Fiduciary®), he provides investment management, retirement planning, and estate planning strategies primarily for affluent executives, entrepreneurs, athletes and entertainers. Some of the differentiating characteristics that set Len and his team apart include: • Experience creating portfolios with everything from individual stocks and/or individual bonds to ETFs, mutual funds, and alternative investment solutions including private real estate, private debt (middle market lending), options overlay strategies, structured notes, insurance-linked securities, SMAs, etc. • Ability to be tactical and to manage clients’ portfolios in a manner that is either discretionary or non-discretionary (the latter being where clients retain investment decision-making authority). • Range of solutions for clients with highly-appreciated, concentrated stock positions, including exchange/swap funds, covered calls, and options collar strategies. • Capability to offer securities-backed lending with pledged-asset alternatives to margin loan. • Wide open investment platform with no proprietary funds and no conflicts of interest • Fee-only, meaning only compensated for services provided, and not compensated for selling products. • Highly credentialed (MBA, CPWA®, CFP®, AIF®) team with an open-door, open-call policy • Expertise in estate planning and holistic wealth management (it’s in our name).