Sigma Investment Management - Ownership and Business Overview

Financial ServicesCompany

Sigma Investment Management Ownership

Who owns Sigma Investment Management?

Sigma Investment Management is owned by Mercer Advisors. It was acquired on November 12, 2018.

Sigma Investment Management Business Overview

Where is Sigma Investment Management headquartered?

Sigma Investment Management is headquartered in Portland, Oregon.

What sector is Sigma Investment Management in?

Sigma Investment Management is a financial services company.

When was Sigma Investment Management founded?

Sigma Investment Management was founded in 1992.

Financial Services M&A Summary in 2018

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2018. The largest financial services acquisition in 2018 was MB Financial - which was acquired by Fifth Third Bancorp for $4.7B.

Join Mergr to view all 200 acquisitions of financial services companies in 2018, including 31 acquisitions by private equity firms, and 169 by strategics.

Acquired by Mercer Advisors, Inc. (Company) on 2018-11-12

Sigma Investment Management Co.

121 SW Morrison Street Suite 800,
Portland, Oregon 97204
United States,
(503) 419-3938
www.sigmainvestment.com

Sigma Investment Management Co. is a large wealth management firm located in Portland, Oregon serving high net worth clients throughout the Pacific Northwest. Sigma is extremely active in the Portland community supporting a long list of non-profits including The Oregon Community Foundation, Portland Art Museum, Boys and Girls Club of Portland, Oregon Symphony, OHSU (Oregon Health Science University) Foundation, Youth Rights and Justice, St Mary's Academy, Bravo Youth Orchestra, The Ford Family Foundation, MIKE Program and Ethos Music for Kids, among others.

Company Summary

SECTOR

Financial Services

Established

1992

Investor History
2018-11-12
Add-on Acquisition

Mercer Advisors

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