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financial services - investment approach

Our investment approach centres on the strategy widely known as ‘Core-Satellite’.

Historically, in lower return environments, passive fund management generally outperforms 
active fund management due to significantly lower charges.

At Sigma we believe that the Core element of a portfolio should be made up of passive funds (Exchange Traded Funds) combined with alternative asset Satellites. This balances cost effectiveness whilst allowing true diversification and risk mitigation.


For more information about Sigma or any of our services call: 01565 653550

testimonials

Dr James Penton

I'm very settled into my flat now, so I just wanted to say thank you again for all the help you gave with the process - it made it much smoother!............. seems like a very professional outfit...

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01565 653550