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 09/30/20. The fund's latest filing disclosed 462MM in positions, representing 64% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 462MM in positions, representing 64% of the manager's regulatory AUM.
SIGMA INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SIGMA INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 23.21% | ETF | 8.47% | -0.03% | 0 | 10% | ||
| VEA | 7.71% | ETF | 11.91% | 0.33% | 0 | 8% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
SIGMA INVESTMENT Portfolio Concentration
SIGMA INVESTMENT Location
27777 FRANKLIN ROAD
SUITE 1100
SOUTHFIELD, Michigan
UNITED STATES, 48034
SUITE 1100
SOUTHFIELD, Michigan
UNITED STATES, 48034
SIGMA INVESTMENT Contact Information
Phone Number: 248-223-0122
Fax Number: 248-223-0144
Website: http://www.sigmainvestments.com
Fax Number: 248-223-0144
Website: http://www.sigmainvestments.com
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