Assisting you in achieving your goals in an uncertain financial market.
SIGMA AT A GLANCE
For over 45 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.
What sets Sigma Investment Counselors apart?
Sigma has a team of well educated and certified members of the financial service industry that are ready to help you make decisions for your future. We will walk with you through your financial journey.
Our team works together to make individualized plans for each client based on their specific needs.
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. The combination of our team and our “Thoughtful Investing” approach allows us to help our clients navigate uncertain financial markets.
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