Platform

National Financial Services

Trade execution and clearing services are offered through National Financial Services, LLC.  In addition to being a leading clearing provider in the U.S. for nearly 30 years, NFS leverages the strength and experience of Fidelity Investments, one of the world’s largest providers of financial services.

  • Streetscape
  • Thomson One

 

Fidelity Institutional Wealth Services

An experienced, reputable firm helping to protect your assets and privacy. Fidelity’s 60-year reputation for integrity and financial management expertise gives our firm peace of mind. As a leader in the financial services field, Fidelity has a thorough understanding of the products and services we need to help best serve you, and how to deliver them to you in the most efficient and convenient ways. Furthermore, with Fidelity, we know we are working with a provider that will maintain the highest level of integrity in providing brokerage and custody services – along with privacy protection – for your assets.

  • Wealth Central
  • Envestnet

 

Direct Investments

At Sigma, we permit our advisors to place client assets directly with investment companies. If a brokerage account does not make sense, hold your client investments directly with your choice of mutual fund vendors, annuity providers, alternative investment companies, and life insurance carriers.

  • 529 Plans
  • Mutual Funds
  • Non-correlated Investments
  • Qualified Plans
  • UIT's
  • VA
  • VUL
  • Direct 3rd Party Money Managers

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