Sigma Investment Counselors

Sigma Investment Counselors is an independent investment advisory firm founded in 1973 and registered with the Securities and Exchange Commission. Headquartered in Northville, Michigan, Sigma offers wealth management services that encompass retirement planning, portfolio management, tax and estate planning, and insurance recommendations. The firm manages approximately $1.9 billion on a discretionary basis as of December 31, 2024, primarily through individual stocks, ETFs, fixed income securities, mutual funds, options, real estate investments, and alternative investments. Clients are required to have a minimum of $1,000,000 in assets under management, with fees starting at 1% per annum. Sigma operates as a fiduciary, acting in the best interests of clients, and provides investment discretion for managing client accounts. The firm's investment analysis process combines financial media publications, qualitative research, and quantitative valuation resources to develop personalized investment strategies. Sigma's investment philosophy focuses on mitigating risk while aiming for long-term growth. The firm's business continuity plan covers various disaster scenarios, including natural and man-made disasters, ensuring the continuity of operations. Sigma maintains an information security program to safeguard client information through firewalls, virus scanners, and other security measures. Clients receive quarterly reports detailing portfolio performance and holdings, with a focus on transparency and client communication. Sigma does not have any reportable disciplinary history and does not participate in other financial industry activities or affiliations, except for the CEO's role as Chairman of the Board of Directors of the Eagle Capital Growth Fund.