Trust your life's work to a partner who gives you peace of mind.CONTACT US
Your life’s work is something to be proud of, and to protect. Together, your career, your family, your beliefs, your assets and your legacy tell your story. You deserve an investment manager who will attend to the details of your full picture and to whom you can look for knowledge, care and discipline—for the long haul.
There are no shortcuts to success. Our approach is simple: knowledge plus care plus discipline add up to performance.
Nothing gets in the way of our doing the right thing to help you make smart decisions for your financial well being.
7 Pillars of Trust
Your trust is our lifeblood. We are accountable to seven pillars that drive our daily work. See how we do business and why it matters.
- Advising for individuals, families, corporations, trusts and charitable endowments
- Advising for corporate retirement plans
- Consulting for high-net-worth families and professional firms
The Sigma Team
Our firm’s collective knowledge, credentials, expertise and experience are best in class. Meet the experts who bring you peace of mind and drive our firm’s success.LEARN MORE
Want to know more about how we think? Check out our point of view, and our deep understanding of the investment process and the markets.LEARN MORE