Ohio Office Location

Sigma Investment Counselors - Ohio

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Sigma Investment Counselors - Ohio
30195 Chagrin Blvd., Suite 210N Pepper Pike, OH 44124
Phone: 888-718-1132

Sigma Investment Counselors - Ohio, located in Pepper Pike, was opened in 2007 and our Chief Investment Officer, Denise Farkas, CFA® and Portfolio Manager, Tony Basalla work from this location.

Like the locations in Michigan and Florida, Sigma Investment Counselors - Ohio 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 Cleveland financial counselors 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.

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Advisors At This Location

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Denise M. Farkas, CFA®, Chief Investment Officer

Denise joined Sigma in 2007 and brings more than 25 years of investment related experience to the firm. Prior to joining Sigma, Denise was Director of Research at a Cleveland-based investment advisory firm. Denise holds a business degree from Emory University and an MBA from the Weatherhead School of Management at Case Western Reserve University. She became a Chartered Financial Analyst (CFA®) in 1991. Denise chairs Sigma's Investment Committee and oversees the investment research process. Denise also serves as a relationship officer and portfolio manager on client accounts. Denise is a member of the Board of Trustees of Rainbow Babies and Children's Foundation and chairs their Investment Committee. She is also a member of the Board of Trustees of Hathaway Brown School. She currently is a member of the Jewish Community Federation of Cleveland's Finance and Investment Committee and as a member and Past Chair of the Investment Committee of B'nai Jeshurun Congregation. Denise served on the Board of Governors of CFA® Institute from 1999 through 2005. From 2001 - 2005 she served on the Board's Executive Committee as Audit Chair. She is also past Chair of the Capital Markets Policy Committee at CFA® Institute and served as a member of CFA® Institute's Curriculum Executive Advisory Board. Denise was appointed by the Ohio State Legislature as an Investment Expert to the Ohio Bureau of Workers Compensation Oversight Commission serving as Audit Committee Chair and member of the Investment Committee for a two-year term ending August 2007.