Margin transactions: Securities transactions in which an investor borrows money to purchase a security, with the security acting as collateral on the loan.Short-term purchases: This involves buying and selling a security within a year.Long-term purchases: This involves buying and holding a security for at least a year.Cyclical analysis: This is a kind of technical analysis that involves assessing recurring price patterns and trends based on business cycles.Fundamental analysis: This involves the analysis of individual companies and their industry groups.Charting and technical analysis: This involves the gathering and processing of price and volume information for a particular security.Investment advisor representatives (IARs) at Sigma Financial may use one or more of the following approaches or strategies when providing investment advice: The firm also offers employer-sponsored retirement plans, financial planning services, consulting and pension consulting. ![]() Beyond this, there is a charitable investment advisor program available for account holders with more than $250,000 in a donor-advised fund at Fidelity Charitable, as well as direct-at-fund programs for clients who are mainly interested in the funds of a particular mutual fund company. SPC generally offers portfolio management through the SIGMA Managed Account and does so on a discretionary basis, but clients can submit a written request to elect a non-discretionary arrangement. Portfolio management services are available for individuals as well as for small businesses. In the way of consultation, it offers financial consulting as well as pension consulting services. Sigma Financial Corporation offers various services to its clients, including financial planning services. ![]() Other minimums may be imposed on a client-by-client basis. There is no minimum asset amount required for retirement plan consulting services. SPC advises the following types of clients:įor individual portfolio management services, SPC requires a minimum account size of $5,500 for SIGMA Managed Accounts maintained at Fidelity, and have the discretion to waive these minimums. Sigma Financial Client Types and Minimum Account Sizes
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