Sigma Capital Management offers investment advice to individuals, high net worth individuals, pension and profit sharing plans, trusts, and retirement accounts. Sigma establishes long-term relationships with clients to determine investment objectives and strategies based on their financial situation, investment style, risk tolerance, and time horizon. Investment decisions are made by Sigma on a discretionary basis, and clients can place reasonable restrictions on their accounts. Sigma primarily invests in equities, fixed income securities, no-load mutual funds, and equity options.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.50% |
Fees are negotiable. Clients with assets over $1 million and net worth in excess of $2 million can negotiate an alternate fee schedule based on assets under management. Such clients may also elect to be charged a performance-based fee, either in addition to, or in lieu of, an asset-based charge. The alternate fee schedule includes a lower management fee of 1.0% to 1.5%of the assets under management and a performance fee of 5.00 to 15.00 of the annual profits generated.