Sigma Investment Management Company

Sigma Investment Management Company (CRD# 104535) is a financial advisory firm headquartered in Portland, OR. They manage $503,461,880 in 652 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    503
    MILLION
  • Total Number of Accounts
    652
    ACCOUNTS
  • Average Account Value
    $772,181
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, ID, MT, OR, WA

Financial Advisors at Sigma Investment Management Company
Showing 1 - 7 of 7 top financial advisors.
1
John C. Abrahamson
CRD#: 1198990
121 Sw Morrison, Suite 800, Portland, OR 97204
96
Wealthminder
score

John Abrahamson (CRD# 1198990) is an Investment Advisor Representative working at Sigma Investment Management Company in Portland, OR and has over 28 years of experience in the finance industry. John Abrahamson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William A. Berg
CRD#: 1293270
121 Sw Morrison, Suite 800, Portland, OR 97204
96
Wealthminder
score

William Berg (CRD# 1293270) is an Investment Advisor Representative working at Sigma Investment Management Company in Portland, OR and has over 28 years of experience in the finance industry. William Berg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Harmon P. Laurin
CRD#: 1102824
121 Sw Morrison Street, Suite 800, Portland, OR 97204
93
Wealthminder
score

Harmon Laurin (CRD# 1102824) is an Investment Advisor Representative working at Sigma Investment Management Company in Portland, OR and has over 23 years of experience in the finance industry.

4
Timothy J. Wylder
CRD#: 5665468
410 Central Avenue, Suite 517, Great Falls, MT 59401
93
Wealthminder
score

Timothy Wylder (CRD# 5665468) is an Investment Advisor Representative working at Sigma Investment Management Company in Great Falls, MT and has over 8 years of experience in the finance industry.

5
Michael J. Freiling
CRD#: 4597665
121 Sw Morrison, Suite 800, Portland, OR 97204
90
Wealthminder
score

Michael Freiling (CRD# 4597665) is an Investment Advisor Representative working at Sigma Investment Management Company in Portland, OR and has 1 year of experience in the finance industry.

6
John W. Settle
CRD#: 4604206
121 Sw Morrison, Suite 800, Portland, OR 97204
90
Wealthminder
score

John Settle (CRD# 4604206) is an Investment Advisor Representative working at Sigma Investment Management Company in Portland, OR and has 1 year of experience in the finance industry.

7
Matthew W. Sheets
CRD#: 6437660
121 Sw Morrison St., Suite 800, Portland, OR 97204
88
Wealthminder
score

Matthew Sheets (CRD# 6437660) is an Investment Advisor Representative working at Sigma Investment Management Company in Portland, OR and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.