Northville, MI logo

Northville, MI Office

Team
Updated today
Sigma Investment Counselors logo

Sigma Investment Counselors

Team

Firm-wide stats for Sigma Investment Counselors

Total advisors

10

Across 3 offices

Clients per advisor

78 High

Avg AUM per client

$2,800,850 Very High

HNW client ratio

66% Very High

About

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.

Based on Sigma Investment Counselors

Expertise

Concentrated stock management Tax-loss harvesting

Based on Sigma Investment Counselors

Location

186 E Main Street, Suite 200

Northville MI 48167

Advisors at this office

8

Advisors at this office

user avatar

Robert B

CFA®

Northville, MI

Sigma Investment Counselors

Robert Bilkie Jr. is a CFA® charterholder with 16 years of industry experience. He is with Sigma Investment Counselors, a firm where he has worked since 1987. Bilkie serves as Chairman of the Board for Eagle Capital Growth Fund. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities, employing a client-specific financial model and diversified portfolios that blend ETFs, equities, and fixed-income holdings.

Concentrated stock management Tax-loss harvesting
user avatar

Amanda L

CFP®, Series 65

Northville, MI

Sigma Investment Counselors

Amanda Lehnert is a CFP® and Series 65 credentialed advisor with seven years of industry experience. She has been with Sigma Investment Counselors since 2015, working within a team of 11 advisors based in Northville, MI. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management services to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm uses a client-specific financial model and investment policy statement to implement diversified portfolios combining ETFs, individual equities, and fixed-income holdings, relying on both quantitative tools and qualitative research.

Concentrated stock management Tax-loss harvesting
user avatar

Christopher F

CFP®, CFA®, Series 65

Northville, MI

Sigma Investment Counselors

Christopher Frayne is a CFP®, CFA®, and Series 65 credentialed advisor with 16 years of industry experience. He has worked at Sigma Investment Counselors since 2006. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management services to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm employs a client-specific financial model and diversified portfolios that include ETFs, equities, and fixed-income holdings, utilizing both quantitative and qualitative research tools.

Concentrated stock management Tax-loss harvesting
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Michael M

CFP®

Northville, MI

Sigma Investment Counselors

Michael Mullenax is a CFP® professional with four years of experience at Sigma Investment Counselors. Prior to joining Sigma in 2022, he worked at Michigan State University and Karl's Cabin. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management services to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm’s investment approach combines client-specific financial models and diversified portfolios with both quantitative and qualitative research, emphasizing conservative risk assessments.

Concentrated stock management Tax-loss harvesting
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Eric L

Series 65

Northville, MI

Sigma Investment Counselors

Eric Larson is a Series 65 licensed financial advisor with eight years of industry experience. He has worked at Sigma Investment Counselors since 2021 and was previously with Plante Moran Financial Advisors from 2014 to 2020. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management services to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm uses client-specific financial models and diversified portfolios that blend ETFs, individual equities, and fixed income, supported by quantitative and qualitative research tools.

Concentrated stock management Tax-loss harvesting
user avatar

Paul W

Series 66

Northville, MI

Sigma Investment Counselors

Paul Warholak Jr is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Sigma Investment Counselors, where he has worked in multiple roles since 2017. Prior to joining Sigma, he was with Flexible Plan Investments for two years. Sigma Investment Counselors provides wealth management and discretionary portfolio management services to individuals, families, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm emphasizes client-specific financial modeling, diversified portfolio construction, and accesses private market strategies through third-party platforms.

Concentrated stock management Tax-loss harvesting
user avatar

Genadi S

CFA®

Northville, MI

Sigma Investment Counselors

Genadi Slavov is a CFA® charterholder affiliated with Sigma Investment Counselors, with one year of industry experience. Prior to joining Sigma in 2023, he held positions at RHP Properties and Roofing Depot LLC, and briefly worked at UBS. Sigma Investment Counselors offers comprehensive wealth management and discretionary portfolio management to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm employs a client-specific financial model and diversified investment portfolios, utilizing both quantitative tools and qualitative research, and manages approximately $2.1 billion across multiple advisory teams.

Concentrated stock management Tax-loss harvesting
user avatar

Wenma G

CFP®, CFA®, Series 66

Northville, MI

Sigma Investment Counselors

Wenma Gorman is a CFP®, CFA®, and Series 66 credentialed advisor at Sigma Investment Counselors with 15 years of industry experience. She has been with Sigma since 2012. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management to individuals, trusts, estates, corporate pension plans, and charitable entities. The firm’s investment process uses client-specific financial models and diversified portfolios incorporating ETFs, individual equities, and fixed income, supported by both quantitative tools and qualitative research.

Concentrated stock management Tax-loss harvesting
View complete list of advisors at this office
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