At Sigma, we take pride in knowing that we have a solid team of knowledgeable and experienced professionals. In addition to undergraduate and graduate degrees from top universities and longstanding careers in the financial services industry, many of our team members have obtained one or more additional designations. Specifically, members of the Sigma investment team are encouraged to obtain the Chartered Financial Analyst and/or CERTIFIED FINANCIAL PLANNER™ designations.
CFA ®: The CFA® Charter is widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards.
The mission of CFA® Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.
At Sigma, the CFA® Code of Ethics and Standards of Professional Conduct are the foundation of our independent research and portfolio management process. Our investment committee currently has seven CFA® charter holders.
CFP: The CFP® certification is often referred to as the standard of excellence in financial planning. The CFP® designation is rooted in a foundation of education, examination, experience and ethics.
The mission of the CFP® Board is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.
From budgeting, to planning for retirement, to saving for education, to managing your taxes and insurance coverage, financial planning is a multi-faceted undertaking that goes beyond investments. A CERTIFIED FINANCIAL PLANNER™ can be an essential resource in bringing all of the pieces of your financial life together.
Sigma currently has three CFP® professionals on staff.