What can we accomplish together?

Whether you need a plan for college savings, business succession or reliable retirement income, we’re here to take the burden off. Our comprehensive set of core wealth management services applies our firm’s signature expertise and knowledge, and includes:

Investment advising for individuals, families, corporations and charitable endowments. We help you develop rational, long-term investment plans diversified across multiple types of assets. Our minimum relationship size is $500,000.

Retirement plan services, advising trustees of corporate retirement plans, assisting with smart plan design, selecting investments and communicating with participants. We focus on how your participants are doing and the performance of the investments available to them.

Consulting work related to investments for financial institutions, high-net-worth families and professional firms. We provide nondiscretionary services customized to your specific goals and needs.

When you engage with Sigma, here’s what you can expect:

Unbiased advice

With no ties to any investment company, we’ll receive no fees based on the transactions in your account. Your investment strategy stays on target because we objectively pick the best investments for you and then monitor them continually.

Timely reports

You receive independent, detailed reports showing the performance of your portfolio managers and their progress toward your investment goals.

Competitive fees

You’re charged an annual rate of 1 percent of the value of your portfolio up to $1 million, with reduced rates on values above $1 million, subject to certain aggregation restrictions.

Independent qualified custodians

Client accounts are held with: Charles Schwab & Co.; Fidelity Institutional; and TD Ameritrade.