Sigma's investment strategy is simple: knowledge plus discipline equals performance.  Sigma's approach is clear:  to invest your money with carefully selected portfolio managers (through no-load mutual funds or private accounts with individual managers) in an individually tailored combination that reflects your specific short term needs and long term goals.  By selecting elite portfolio managers with varied investment styles, Sigma creates a world-class, diversified, customized portfolio in a process similar to that used by large institutional investors.

There are thousands of investment options available to you, and there are now more mutual funds than there are stocks on the New York Stock Exchange.  Following these investment opportunities is a full time job that requires both knowledge and discipline. 

A key to Sigma's strategy is to access managers with different investment approaches.  Investing with only one portfolio manager or even several managers working for the same investment company will not give you adequate diversification if the managers follow a single investment style.

Sigma constantly reviews the universe of thousands of portfolio managers to select a small number that will act as the key building blocks for your portfolio.  This elite group includes some of the world's best investors, chosen because of their expertise in a particular investment style, consistency of performance, and other stringent criteria.

Knowledge of the investment markets is worth little if it is not combined with the discipline to develop and consistently follow an investment strategy related to your individual goals and circumstances.  Sigma begins its relationship with you by listening--and then designing a portfolio tailored to meet your specific needs.  By relating each of your investments to a carefully crafted, overall investment plan, Sigma also provides you with a framework and discipline to help you achieve your financial goals.