Chicago, IL – BridgePortfolio®
BridgePortfolio will provide SIGMA with a fully integrated unified managed account (UMA) trading solution that will simplify the delivery of multiple investment products – i.e. separately managed accounts, mutual funds, exchange traded funds – into a single managed account environment.
By utilizing BridgePortfolio for its multiple strategy portfolios support SIGMA will be able to take a holistic approach to its investors’ total portfolios and apply a range of solutions that combine a broad asset allocation plan using either a taxable or nontaxable account strategy while minimizing the burden of moving parts and avoiding trading/reconciliation discrepancies.
About SIGMA Financial Services, Inc.
SIGMA Financial Services, Inc. is dedicated in advising clients in creating and preserving financial independence throughout retirement. SIGMA provides financial guidance and investment management services to retirement plan fiduciaries, plan sponsors and their participants. SIGMA’
About BridgePortfolio.com, Inc.
BridgePortfolio is the leader in developing flexible, customized, private-labeled asset management platforms for investment advisors, investment managers, broker-dealers, financial planners, banks and trust companies in order to profitably deliver investment advisory services, including ETF and mutual fund wrap model portfolios, SMA and UMA programs. Founded in 2000, the company has approximately $2 billion in assets under administration. BridgePortfolio has developed a suite of outsourced services including private label website development and hosting; efficient online account setup; account administration;
