Sigma Investment Counselors

Sigma Investment Counselors operates as a registered investment advisor (RIA), which means it is a regulated entity required to uphold fiduciary standards. Unlike a single family office serving one family, it serves multiple families, providing a multi-family office structure with potentially greater economies of scale.

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.

As a multi-family office structured as an RIA, it likely serves a limited number of high-net-worth families. Whether it accepts new clients is not disclosed; interested parties would need to contact the firm directly.

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.

The firm's public profile suggests it primarily allocates capital through traditional public markets and alternative investment funds rather than through direct private equity or co-investments. Specific private holdings are not documented.

The firm serves high-net-worth families and individuals, offering wealth management, financial planning, and discretionary portfolio management. It operates as a multi-family office, meaning it serves multiple families rather than a single family.

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.