SIGMA INVESTMENT Overview

Sigma Investment Management Company is an investment advisor that manages 513.9 MM dollars in regulatory AUM and has 14 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 118MM in positions, representing 23% of the manager's regulatory AUM.

SIGMA INVESTMENT StockAlpha

-3%
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
AGG 42.13% ETF -3.24% -1.88% 0 3%
IWV 21.76% ETF 4.81% 0.15% 2 1%
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FEATURED IN
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SIGMA INVESTMENT Founders and Key Employees

Name Title In Position Since
William A. Berg President, Shareholder August-1992
John C. Abrahamson Chief Investment Officer, Shareholder November-1995
James T. Van Horn Chief Compliance Officer / Chief Operating Officer July-2006

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”).

• Brokerage execution, including purchases and sales of market listed mutual funds, exchange-traded funds and individual equity or fixed income securities and the ability to conduct aggregate trades for multiple clients and allocate them accordingly.

• Custody services, including software, technology and support for managing and administering client accounts; providing access to account data, such as trade confirms and account statements; and facilitating payment of advisory fees.

• Access to certain mutual funds and other investments that are otherwise available only to institutional investors, would require a significantly higher minimum initial investment or require the payment of a load fee that is waived for Sigma’s clients.

• Consulting, publications and presentations on various topics, such as practice management, information technology, bu...
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SIGMA INVESTMENT Portfolio Concentration

SIGMA INVESTMENT Location

121 SW MORRISON ST.
SUITE 800
PORTLAND, Oregon
UNITED STATES, 97204-3126

SIGMA INVESTMENT Contact Information

Phone Number: 503-419-3938
Fax Number: 503-419-3944
Website:

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