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Sigma Investment Counselors Inc.
Sigma Investment Counselors Inc is an independent investment advisory firm headquartered in Northville, Michigan. Founded in 1972, Sigma provides discretionary investment management and financial planning services primarily to high net worth individuals and families. The firm manages over $1.9 billion in assets for more than 2,700 client accounts and employs 20 people. Sigma is a registered investment adviser with the SEC and serves individual investors seeking personalized portfolio and wealth management.
Investment Strategy
Sigma Investment Counselors Inc employs a discretionary portfolio management approach, focusing on a diversified investment strategy tailored to meet the unique needs of high net worth individuals. The firm invests primarily in a mix of U.S. and international equities and fixed income, incorporating a disciplined, long-term orientation and risk-aware philosophy. Sigma's portfolio construction is guided by client-specific objectives, a range of model allocations, and ongoing active management; it emphasizes both broad index exposure and select individual securities to balance risk and return.
Latest 13F Filing Activity
Sigma Investment Counselors Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 195 equity positions with a total 13F market value of $2B. The fund increased holdings in Ishares TR, Vanguard Tax-managed FDS, Ishares TR among other positions. Sigma Investment Counselors Inc. reduced exposure to Unitedhealth Group Inc., Ishares TR, HP Inc. among others.
Top Holdings
Equity Positions (195)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 22.46% | $408.1M | 657,292 | $302.48 | $620.90 | +$47.7M |
I IJH | ISHARES TR | 7.02% | $127.6M | 2,057,875 | $39.50 | $62.02 | +$11.2M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.93% | $107.7M | 1,889,732 | $46.07 | $57.01 | +$14.0M |
I IJR | ISHARES TR | 3.55% | $64.6M | 590,817 | $75.12 | $109.29 | +$4.7M |
S STIP | ISHARES TR | 2.20% | $39.9M | 387,831 | $101.27 | $102.91 | +$545.7K |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Partner and Senior Portfolio Manager | Southfield, MI , United States | |
D David Drogheo | Chief Investment Officer | Allen Park, MI , United States | |
D Denise Farkas | Chief Investment Officer | Cleveland, OH , United States |
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