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Sigma Investment Counselors
SIGMA INVESTMENT COUNSELORS is an SEC-registered investment adviser in NORTHVILLE, MI, since 1973. The firm manages approximately $2.2 billion in assets.
Sigma Investment Counselors
SIGMA INVESTMENT COUNSELORS is an SEC-registered investment adviser in NORTHVILLE, MI, since 1973. The firm manages approximately $2.2 billion in assets. It has 20 employees and 10 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Northville
Corporate office
Southfield, MI, United States
Frequently asked questions
What investment approach does Sigma Investment Counselors use?
The firm focuses on a diversified portfolio of public equities, fixed income, and alternative investments, with an emphasis on tax-efficient management. Its investment decisions are made within a fiduciary framework, though the specific asset allocation and security selection process are not publicly detailed.
What is Sigma Investment Counselors' regulatory structure?
Sigma Investment Counselors is registered with the Securities and Exchange Commission (SEC) as an RIA. This registration subjects the firm to periodic filings, audits, and fiduciary obligations.
Are there any public records of Sigma Investment Counselors' investment performance?
No. The firm does not publicly disclose its investment returns, benchmarks, or performance metrics. As a private RIA, it is not required to share such data publicly.
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