Lake Mary, FL Office

Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management to individuals (including high‑net‑worth clients), trusts, estates, corporate pension and profit‑sharing plans, and charitable entities. Its wealth management services include retirement planning, tax and estate planning, long‑term care and insurance recommendations, and ongoing coordination with clients’ other advisors.

The firm’s investment process begins with a client‑specific financial model and investment policy statement, then implements diversified portfolios that blend ETFs, core individual equities and laddered fixed‑income holdings while generally defaulting to the more conservative assessment of a client’s risk capacity. Research and portfolio construction draw on quantitative tools such as the Bloomberg Terminal and UBS HOLT alongside qualitative sources (Barron’s, analyst reports, SEC filings), and the firm performs additional due diligence on alternative investments accessed through third‑party platforms CAIS and iCapital.

Founded in 1973 and 100% employee‑owned, Sigma manages roughly $2.1 billion on a discretionary basis for approximately 775 client relationships across multiple advisory teams. Noteworthy operational practices include a primary focus on discretionary accounts (the firm reported no non‑discretionary assets as of December 31, 2025), access to private market strategies via platform partners, block‑trade and order‑entry procedures that give priority to Charles Schwab and Fidelity institutional platforms, and documented measures for managing potential conflicts of interest related to employee/family accounts and personal trading.