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Our
Services
 Sigma offers a comprehensive set of
investment services that apply the knowledge and expertise gained from Sigma's
investment management and consulting business.
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We advise individuals, families, corporations and charitable endowments
on their investments, helping them to develop rational, long-term investment
plans diversified across multiple types of assets, investment styles and
managers. We act as a discretionary manager of these client accounts,
with a minimum relationship size of $500,000.
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We advise the trustees of corporate retirement plans, assisting with
smart plan design, selection of investments and participant
communications. In our retirement plan practice, we focus on how
participants are actually performing rather than only on the performance of
investments made available to participants. We believe this increases
the probability of participant success while reducing fiduciary
liability.
- We perform consulting work for financial institutions, high-net-worth
families and professional firms relating to investments.
 THE IMPORTANCE OF
INDEPENDENCE
Sigma has no ties to any investment company and receives no fees based upon
the transactions in your account. Sigma's only incentive is to meet your
objectives by independently picking the best investments for you out of the
thousands of alternatives. Your interests are Sigma's interests.
Sigma provides you with independent, detailed reports showing the performance
of your portfolio managers and their progress towards your investment
goals. If a manager is not meeting the criteria established when they were
chosen for you, Sigma will replace them.
FEES AND OPERATIONS
Sigma's investment management services are competitively priced at an annual
rate of one percent of the value of your portfolio up to $1 million and with
reduced rates on values above $1 million. Sigma's accounts are held with
Charles Schwab & Co., Inc., Fidelity Institutional, or your choice of
independent custodian.
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