Sigma At-A-Glance

For over 40 years, Sigma Investment Counselors has provided a “Thoughtful Investing” approach that assists clients in achieving their financial objectives and eases their investment concerns in the face of turbulent financial markets.

Our team of highly knowledgeable and experienced investment professionals, many of whom hold the prestigious CFA® (Chartered Financial Analyst) and/or CERTIFIED FINANCIAL PLANNER™ (CFP®) designations, take time to understand each client’s specific investment goals, attitudes towards risk and unique needs in order to develop a customized financial plan. Our independent ownership and research, along with our high degree of client focus, strict compliance approach and use of state-of-the-art technology allows us to maximize our client service delivery capabilities.