I enjoy the day-to-day involvement I have with my client's long-term goals. Demystifying the challenges of the markets so that clients are informed investors is important to me. Born and raised in Texas, I developed a keen awareness to providing honest service and hard work. As a father, I was blessed with four children.
I know the effort needed to put a commitment to my family and balance my career. After graduating Baylor University, I began a career as a U.S. Treasury Agent when the market was filled with a turbulent and uncertain economy - but that was over 20 years ago. I understand investing through stormy economies and to persevere towards long-term goals.
I know the effort needed to put a commitment to my family and balance my career. After graduating Baylor University, I began a career as a U.S. Treasury Agent when the market was filled with a turbulent and uncertain economy - but that was over 20 years ago. I understand investing through stormy economies and to persevere towards long-term goals.
Services
As an independent Wealth Manager, I am able to offer a variety of account types and investments. Below you will see a brief description of some options. Advisory or Separate Managed: Fee-based account; fee is collected quarterly or monthly as a percentage of account value. More than 400 institutional money manager available.
Sigma Financial Corporation is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, and conserve our clients' wealth by delivering an unprecedented level of personalized service. Since 1983, we have been leading clients to financial freedom, living up to our motto: "Financial planning today for financial freedom tomorrow."
Reviews (1)
Arthur Austin
Jan 24, 2022
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