Client Spotlight: Sigma Investment Counselors

Sigma Investment Counselors is a well-regarded, employee-owned, wealth management firm serving high net worth individuals. For more than 35 years, Sigma has been providing a “Thoughtful Investing” approach that has assisted its clients in achieving their financial objectives and easing some of their investment concerns in the face of turbulent financial markets.

Our team of highly knowledgeable and experienced investment professionals, most of who are CFA Charterholders or hold multiple designations including the CFP®, will take the time to understand each client’s specific investment goals, attitudes towards risk and unique needs in order to develop a customized financial plan.

Our independent ownership and research, along with our high degree of client focus, strict compliance approach and use of state-of-the-art technology allows us to maximize our client service delivery capabilities.

We expect our clients’ investment goals to change over time, so we strive to maintain a proactive, open, and ongoing dialogue with them.

We provide a comprehensive approach to wealth management which may include retirement planning, portfolio management, tax and estate planning, long-term care, life and disability insurance, charitable giving and college funding strategies.

Advantages of working with Sigma include:
• Objective, High Quality Research and Advice
• Secure Access to Comprehensive Account
Information
• Our Interests Are Aligned with Yours

Sigma Investment Counselors has offices in Southfield, MI and Cleveland, OH. To see what Sigma’s “Thoughtful Investing” approach can do for you, please visit our website at www.sigmainvestments.com or contact us at 248-223-0122.


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