Insights

Niche Focus Target Sigma Investment Counselors as a boutique financial services firm with 11-50 employees and $25M-$50M in revenue to explore premium advisory solutions, compliance automation, and client experience enhancements tailored to mid-sized independent advisory practices.

Technology Enablement Leverage their existing tech stack (AWS, WordPress, Microsoft 365, WP Engine) to propose integrated marketing automation, secure data workflows, and scalable client onboarding that improves efficiency without adding significant IT complexity.

Independent & Compliance Emphasize solutions that support independent ownership and strict compliance frameworks, offering risk, governance, and fiduciary monitoring tools compatible with CFA/CFP credentialed teams.

Asset Management Interest Capitalize on documented activity in Schwab Emerging Markets Equity ETF and target similarly structured funds or ETF-related analytics, positioning advanced portfolio analytics, performance attribution, and fund research subscriptions.

Growth & Outreach Propose scalable client acquisition and retention programs, including premium marketing services, thought leadership content, and CRM-driven client engagement to support growth for a mid-sized advisory firm.

Similar companies to Sigma Investment Counselors

Sigma Investment Counselors Tech Stack

Sigma Investment Counselors uses 8 technology products and services including Amazon Web Services, WordPress, Mailchimp, and more. Explore Sigma Investment Counselors's tech stack below.

Sigma Investment Counselors's Email Address Formats

Sigma Investment Counselors uses at least 3 email formats:
Sigma Investment Counselors Email FormatsExamplePercentage
FLast@sigmainvestments.comJDoe@sigmainvestments.com
81%
Last@sigmainvestments.comDoe@sigmainvestments.com
15%
First.Last@sigmainvestments.comJohn.Doe@sigmainvestments.com
4%

Frequently Asked Questions

What is Sigma Investment Counselors's phone number?

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You can contact Sigma Investment Counselors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Sigma Investment Counselors's official website and social media links?

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Sigma Investment Counselors's official website is sigmainvestments.com and has social profiles on LinkedIn.

How much revenue does Sigma Investment Counselors generate?

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As of September 2026, Sigma Investment Counselors's annual revenue is estimated to be $25M - $50M.

What is Sigma Investment Counselors's SIC code and NAICS code?

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Sigma Investment Counselors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Sigma Investment Counselors have currently?

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As of September 2026, Sigma Investment Counselors has approximately 22 employees across 1 continents, including North America. Key team members include Chief Executive Officer And President: B. B., Advisor: E. L. and Associate: A. D. Explore Sigma Investment Counselors's employee directory with LeadIQ.

What industry does Sigma Investment Counselors belong to?

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Sigma Investment Counselors operates in the Financial Services industry.

What technology does Sigma Investment Counselors use?

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Sigma Investment Counselors's tech stack includes Amazon Web Services, WordPress, Mailchimp, Microsoft 365, yepnope.js, Ubuntu, WP Engine and Gravity Forms.

What is Sigma Investment Counselors's email format?

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Sigma Investment Counselors's email format typically follows the pattern of FLast@sigmainvestments.com. Find more Sigma Investment Counselors email formats with LeadIQ.

When was Sigma Investment Counselors founded?

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Sigma Investment Counselors was founded in 1973.
Sigma Investment Counselors logo

Sigma Investment Counselors

Financial ServicesMichigan, United States11-50 Employees

Sigma Investment Counselors operates in the financial services sector, delivering tailored investment management and financial planning through a deliberate, client-focused investment approach. For five decades, the firm has helped clients pursue their financial objectives while seeking to ease concerns amid volatile markets. Its investment professionals, many holding CFA and CFP designations, take time to understand each client's goals, risk tolerance, and needs to craft a customized plan. Headquartered in Northville, Michigan, the firm emphasizes independent ownership and research, a strong compliance framework, and a high level of client service. It relies on modern technology to support its advisory process and prioritize prudent, objective guidance.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1973
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Sigma Investment Counselors's revenue is estimated to be in the range of $25M - $50M

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