Our Philosophy - Sigma Group Limited
Our Philosophy
At Sigma Group Limited, life comes first.
Your financial well-being goes far beyond just money. It defines how you can navigate life’s transitions. From college planning to retirement, maybe purchasing a house or estate planning and more, money is tied to almost every major life decision.
Throughout this we consider ourselves more than your advisor for various investments, we will be alongside you at all times to assist at every stage.
Over time working together your confidence and financial security will improve, additionally your life goals can be integrated in purposeful and rewarding way.
These are the key components of our philosophy, ensuring that life comes first.
Relationships are the foundation of our business.
Our clients ambitions and targets moving forward together with their challenges are something that we care about deeply. Due to this care and dedication valuing clients as people helps us to identify the best approach for your investments We appreciate where you are today, and value where you want to go.
By putting you first, we are able to identify your goals and move you closer to them.
You should understand how your funds are structured, along with the fee structure and a clear appreciation of the risks involved.
We are committed to being as genuine and clear as possible. Our advisors provide a framework of realistic forecasts, along with a review of the risks involved. We encourage you to contact us regularly to remain updated about developments and opportunities.
We encourage our clients to be familiar the various aspects of their investment. We work every day to make that a reality.
Knowledge is essential.
It is important to have confidence in your investments, therefore having a grasp of the bigger picture will give you more confidence. Some aspects of investment and wealth management can appear a little difficult at first. So we are committed to ensure that you have a clear understanding of your investments.
We provide all the necessary information that you need to ensure that you understand fully:
- Access to your portfolio manager
- Periodic updates and reviews
- Details from our research and analysis team
The broader picture of how investments fit into life.
Investing money into a developing business, saving for a home, creating a family trust or paying for school all play into the financial tapestry. We’re committed to understanding change and have a flexible approach this.
Additionally, some clients choose to have investments divided between different brokers, we respect that. We help you create a comprehensive view of your assets. This lays the cornerstone to make wiser, more informed decisions.
Your financial outlook is not just about money. It’s about shaping your future in a meaningful way. That is what holistic means at Sigma Group Limited.
Sigma Group Limited,
Eastern Commercial Centre,
83 Nam On Street,
Shau Kei Wan, Hong Kong
© 2021 Sigma Group Limited. All rights reserved.