Call 1.866.825.3005 for more information
- Education University of Toledo; University of Cincinnati
- Qualifications MBA, Beta Gamma Sigma; MS Mechanical Engineering
- Founded 2011
- Company Name Sigma Advantage Investments
-
Website
http://sigmaadvantagellc… -
Twitter
http://www.twitter.com/s… -
Blog
http://www.sigmaadvantag… - 6150 Buttrick Ave SE
- Alto
- Michigan
- United States
- 49302
- Company Website
Sigma Advantage Investments
Investment Adviser
Sigma Advantage Investments, LLC, is an investment advisory firm founded by Robert Sloma. Sigma Advantage Investments is an independent, fee-only investment management firm offering investment advisory services to individuals; pension and profit sharing plans; trusts, estates, or charitable organizations; and corporations or business entities other than those listed.
Investment process
Sigma Advantage Investments utilizes a fundamental bottom-up approach, focusing on finding companies that create portfolios that will have better long-term returns than the S&P 500 at a similar or lower risk level. Our quantitative analysis process includes data related to the equity risk level in addition to long-term return data. To enable an apples-to-apples comparison of returns between different investment options, we compare investments’ risk-adjusted returns. This takes into consideration changes in the risk-free rate that the Sharpe ratio (Return/Risk) does not. It also allows for a direct return comparison to the benchmark (market).
Company background
Sigma Advantage Investments was founded in 2010 to provide investors with the highest quality investment management and financial planning services. We strive to treat clients as long-term partners and treats client investments as its principals do their own. Partners, employees, and their families invest alongside clients. Management will give preference to the interests of existing clients and will consider refusing new investors if doing so would benefit current clients. We will communicate with clients frequently, openly and honestly about our successes and failures, and put our clients’ interest above our own.
Investment models
-
SAI Aggressive Stock
See full details- Allocation Strategy Long-Only
- Approach Quantitative
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance-
10.4%90 day
-
39.3%365 day
Avg. Sub.-
-90 day
Monthly vs S&P5004.1% 12 months
Important Information
1. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.
3. The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.
Model commentary
What is risk adjusted return?
14 October 2012
show more