Sigma Investment Counselors is an independent, employee-owned registered investment advisor with offices in Michigan, Ohio, and Florida. Sigma provides comprehensive wealth management services, which go beyond basic buying and selling of securities by coordinating with your tax, insurance, and legal professionals. The firm builds customized investment portfolios based on a personal investment policy statement that reflects your risk tolerance, goals, and objectives. Sigma manages accounts primarily on a discretionary basis, meaning they make trades on your behalf without needing your prior approval for every transaction. Portfolios are constructed using a diversified mix of individual stocks, exchange-traded funds, fixed income securities, mutual funds, and alternative investments such as private equity and real estate for qualified clients. Sigma's approach emphasizes long-term growth, capital preservation, and careful management of various investment risks.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
There is a minimum annual fee of $10,000. Fees are subject to negotiation at Sigma Investment Counselors' discretion.