Sigma Investment Management Company
121 SW Morrison Street
Suite 800
Portland, OR 97204
Our Firm
Sigma Investment Management Company is an independent, privately-owned registered investment adviser. Founded in 1992 in Portland, Oregon, we provide services to a wide variety of clients nationwide seeking personalized, confidential advice from competent, expert advisers whose interests are aligned with the interests of their clients. Our firm is fee-only, built on the commitment to eliminate any conflict of interest in helping you to achieve your financial goals.
Investment Approach
Sigma's investment strategy is simple: knowledge plus discipline equals performance. Sigma's approach is clear: to invest your money with carefully selected portfolio managers (through separate accounts, institutional and no-load mutual funds, exchange traded funds, or index funds) in an individually tailored combination that reflects your specific short term needs and long term goals. By selecting elite portfolio managers with varied investment styles, Sigma creates a world-class, diversified, customized portfolio in a process similar to that used by large institutional investors.
Knowledge Plus Discipline
There are thousands of investment options available to you, and there are now more mutual funds than there are stocks on the New York Stock Exchange. Following these investment opportunities is a full time job that requires both knowledge and discipline.
A key to Sigma's strategy is to access managers with different investment approaches. Investing with only one portfolio manager or even several managers working for the same investment company will not give you adequate diversification if the managers follow a single investment style.
Sigma constantly reviews the universe of thousands of portfolio managers to select a small number that will act as the key building blocks for your portfolio. This elite group includes some of the world's best investors, chosen because of their expertise in a particular investment style, consistency of performance, and other stringent criteria
Knowledge of the investment markets is worth little if it is not combined with the discipline to develop and consistently follow an investment strategy related to your individual goals and circumstances.
Sigma begins its relationship with you by listening--and then designing a portfolio tailored to meet your specific needs. By relating each of your investments to a carefully crafted, overall investment plan, Sigma also provides you with a framework and discipline to help you achieve your financial goals.
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.
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.
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.
Please be aware that Sigma Investment Management Company has a portfolio minimum of $500,000 to accept inquiries through this directory.
