About Sigma Group
Sigma Group is one of Israel's leading financial service providers. A private company established in 1992, Sigma offers a range of investment banking, mutual fund management and portfolio management services to private, corporate and institutional clients of all sizes.
Sigma Group was founded by Prof. Dan Galai.
Maintaining world-class ‘financial engineering’ expertise that enables us to deliver high yields at low levels of risk, Sigma is also committed to providing the highest level of personal and professional service to each and every one of our customers.
Comprised of investment managers and economists with vast capital market experience and know-how, Sigma's team is headed by Prof. Dan Galai, a world expert in risk management, financial engineering and derivatives. As such, we specialize in portfolio management carried out through in-house financial engineering tools and models based on hedging strategies and derivatives knowledge. These instruments enable us to achieve high yields through solid investments, manage in a sophisticated manner aggressive investment portfolios at low levels of risk, and protect investments from extreme fluctuations in both the securities and foreign currency markets.
Tailoring the needs of each of our clients, Sigma achieves attractive yields at low levels of risk.
Continuous Customer Contact
Warm, personal customer care is part of the Sigma family. Trained to provide the highest level of customer service, our personnel maintain regular contact with clients. Whether via our renowned "weekly update" or personal telephone calls and meetings, Sigma staffers provide clients with everything they need to know, from developments with their individual portfolios to domestic and international capital market events.
World-Renowned Team
One of Israel's leading economists and a world expert in risk management, financial engineering and derivatives, Prof. Dan Galai heads Sigma's professional team, and was responsible for drafting the Company's investment policies. Recipient of the prestigious Pomerantz Prize granted by the Chicago Board Options Exchange, Galai also consults for several leading international and Israeli financial bodies.
Specializing in derivatives, Galai helped enable derivatives trading on the Tel Aviv Stock Exchange (TASE). He also headed the Galai Committee, which drafted risk management reporting requirements of publicly-traded companies that were approved by Israel's parliament.
Sophisticated Portfolio Management
Sigma manages customer portfolios through sophisticated methods based on a unique set of tools and models. Aimed at achieving surplus and attractive yields at exceptionally low levels of risk, Sigma utilizes two instruments developed in-house. Dynamic Zero Cost Collar dynamically protects a securities or foreign currency portfolio against sharp market declines, while Sophisticated Short-Term Income Model helps achieve significant surplus yields on solid investments by utilizing only the interest accrued on an investment.
Mutual Fund Management
In managing our mutual funds, we also utilize our unique set of financial engineering instruments. Our mutual funds are available for purchase at all of Israel's commercial bank branches.
Sigma customers have enjoyed reliable, highly secure service for many years. Many of our customers have handed over the management of their savings to Sigma for over a decade
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