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How does the advisor help clients – Key Takeaways:
Facts and Insights
SIGMA ASSET MANAGEMENT (GUERNSEY) LIMITED is a financial advisory firm that specializes in providing comprehensive wealth management services to individuals and institutions. With a team of experienced and knowledgeable advisors, they are able to offer customized solutions to help clients achieve their financial goals.
Founded in 2005, SIGMA ASSET MANAGEMENT (GUERNSEY) LIMITED has over 15 years of experience in the industry and has built a reputation for its expertise and professionalism. As of 2021, the firm manages over $500 million in assets and has a team of 7 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 7 |
Financial Services Offered
SIGMA ASSET MANAGEMENT (GUERNSEY) LIMITED offers a wide range of financial services to meet the diverse needs of its clients. These include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Corporate Services
Client Types
The firm serves a variety of clients, including high net worth individuals, institutions, and corporations. They also work with clients from different backgrounds and professions, including business owners, executives, and retirees.
Fees & Compensation
SIGMA ASSET MANAGEMENT (GUERNSEY) LIMITED is a fee-only firm, which means they do not receive any commissions or third-party payments. They are compensated through a percentage of the assets they manage for their clients. This fee structure ensures that their interests are aligned with their clients’ and that they act in their best interests at all times.
Background
The team at SIGMA ASSET MANAGEMENT (GUERNSEY) LIMITED is composed of highly qualified and experienced professionals who are dedicated to providing exceptional service to their clients. They have a thorough understanding of the market and use a disciplined and diversified approach to investing to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
SIGMA ASSET MANAGEMENT (GUERNSEY) LIMITED prides itself on its transparency and holds itself to the highest ethical standards. As a registered investment advisor, they are legally bound to act in their clients’ best interests and to disclose any potential conflicts of interest. Clients can also access their Form ADV, which outlines the firm’s services, fees, and disciplinary history, on the SEC’s website.