Sigma Investment Philosophy
- At SIGMA customer always comes first. We try our best to provide prompt attention and service to our clients and build long term relationships.
- Preservation of capital while seeking long term growth by avoiding unnecessary risk.
- Diversification among various asset types based on client’s preference with a major portion of assets in common stocks.
- Well diversified portfolio with a blend of growth & value holdings.
- Emphasis on research to discover market leaders of the future. We are always looking for good businesses with potential for above-average growth.
- Buying an equity investment is like buying a piece of a business. We like to buy well-managed companies with good underlying businesses.
How the Process Works?
- We sit down with you and discuss your financial goals and objectives in order to determine your investment profile.
- Based on your goals and risk tolerance level, we structure a personal portfolio for you.
We manage your investments on a discretionary basis only.
Why should you select Sigma as your Investment Advisor?
- At SIGMA your assets remain under your control in a separate insured account at a brokerage firm of your choice.
- SIGMA manages your account under your authority thus providing complete safety of assets under management.
- Your assets are managed according to your investment style and risk tolerance level.
- We have an experienced management team and excellent track record.
- We provide comprehensive investment services including research, selection of investments, management, trading, monitoring and reporting.
- We charge a reasonable flat management fee and have no vested interest in any other fees or commissions.