Sigma Advisors is a privately held boutique firm, which offers investment and estate management and oversight, along with Single Family Office creation and administration.
The Firm
Sigma Advisors provides investment, estate management, and asset protection strategies to a limited number of very-high to ultra-high net-worth individuals and families, along with investment and consulting services for endowments and foundations. While not a law firm, Sigma is unique, in that it provides oversight and coordination of both financial and legal affairs. The firm also provides Single Family Office management. Sigma utilizes a team of investment advisors, attorneys, and tax professionals, depending on the needs of the client.
Large estates are typically not lost through poor investments. They’re usually lost through poor planning and oversight.
Comprehensive Wealth Preservation
By integrating estate planning, tax planning, and investment management, Sigma helps it clients protect the wealth they devoted a lifetime of work to achieve, not only for their current enjoyment and in retirement, but also for future generations. Legal and financial issues are necessarily intertwined. Sigma helps its clients navigate, oversee, and coordinate these issues.
LAW
Legal issues impact virtually all aspects of wealth preservation. Therefore, no estate and financial plan should be created and managed without input and coordination with legal professionals. In addition to being a Registered Investment Advisor, Sigma’s founder, Ethan Rush, is also an attorney with over 33 years of estate planning and investment experience.
Mr. Rush founded Sigma after years spent observing how a lack of coordination and oversight among attorneys, financial advisors, and tax professionals, invariably yielded disastrous results. Sigma was formed to ensure its clients would always have proper oversight and coordination among legal and financial matters for the perpetuity of estate assets.
FINANCE
As a Registered Investment Advisor, Sigma acts strictly under the fiduciary standard. Sigma is legally and ethically bound to act in its clients best interests at all times and all investment decisions are made under this fiduciary standard. Sigma serves as an unbiased resource for its clients, charges a flat fee for its services, and never accepts commissions.
All investment decisions are made with a focus on achieving the client’s financial objectives at the lowest possible cost and risk. Moreover, investment decisions are not made in a vacuum. The client’s other holdings, estate plan, and tax consequences, are all taken into consideration.
