SIGMA INVESTMENT Overview

Sigma Investment Counselors Inc is an investment advisor that manages 718.4 MM dollars in regulatory AUM and has 16 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 605MM in positions, representing 84% of the manager's regulatory AUM.

SIGMA INVESTMENT StockAlpha

-1.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SIGMA INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 18.83% ETF 3.82% -0% 0 9%
VEA 8.27% ETF -1.15% -0.42% 0 8%
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FEATURED IN
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SIGMA INVESTMENT Founders and Key Employees

Name Title In Position Since
Robert M. Bilkie Chief Executive Officer, President And Shareholder December-1986
Shari A. Bilkie Chief Compliance Officer, Secretary And Treasurer December-1986
Christopher J. Kress Executive Vice President And Shareholder September-2003
Denise M. Farkas Chief Investment Officer And Shareholder February-2007
Christopher W. Frayne Portfolio Manager April-2015

SIGMA INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

SIGMA INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis

Sigma’s investment analysis process involves a combination of financial media publications, qualitative research sources and quantitative valuation resources. These include, but may not be limited to the following:

Financial Media Publications:
 Barron’s
 Investment News
 New York Times
 Wall Street Journal

Qualitative Research:
 Company Issued Presentations
 Institutional Broker Analyst Reports
 Front Edge
 Morningstar Analyst Reports
 Securities and Exchange Commission Filings
 Stratfor
 Value Line Analyst Reports
 Zacks Investment Research

Quantitative Valuation Resources:
 Bloomberg
 Credit Suisse HOLT
 Company Issued Financial Statements

Overall Investment Strategy
Sigma's approach to wea...
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SIGMA INVESTMENT Portfolio Concentration

SIGMA INVESTMENT Location

27777 FRANKLIN ROAD
SUITE 1100
SOUTHFIELD, Michigan
UNITED STATES, 48034

SIGMA INVESTMENT Contact Information

Phone Number: 248-223-0122
Fax Number: 248-223-0144
Website:

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