Skip navigation and go to content. Investment strategy and management ideas for the resolute investor. This section will provide you with some background on the basic ideas that form the foundation of our investment philosophy. Information and analysis on advanced investing topics like rebalancing, value averaging and leverage. Ideas to help manage investments in a more tax efficient manner.

Sigma Investment Management Company is an independent, privately owned, fee-only registered investment adviser located in Portland, Oregon. Sigma provides private wealth management, retirement planning, and customized portfolio management to individuals, families, and institutions in the Pacific Northwest.

A Word From Our President. At Sigma, thoughtful investing begins by listening. We want to understand where each client is today and where they want to be tomorrow. This allows us to find creative solutions that meet their unique financial objectives. At Sigma Investment Counselors, we embrace honesty, integrity, competency, leadership, fairness, accountability, and teamwork as our core values. To prove that Sigma is right for you, we would be pleased t.

The purpose of Sigma Iota Rho shall be to promote and reward scholarship and service among students and practitioners of international studies, international affairs, and global studies and to foster integrity and creative performance in the conduct of world affairs.