The Sigma family makes great efforts in providing a warm, personal relationship with customers. Whether small or large, each of our clients receives the individual care and attention it deserves. Sigma personnel are trained to provide the highest level of service enabling us to deliver the very best to our clients.

Tailored Investment Track

Sigma manages investment portfolios for hundreds of private, corporate and institutional customers.

An investment portfolio manager responsible for a number of customers, each with its unique needs, must operate in a professional manner as well as be familiar with myriad investment channels. Comprised of leading, experienced capital market economists, investment managers and analysts, the Sigma team tailors each type of investment based on the specific track chosen by our customers from among several options. At the same time, our experienced professionals exhibit flexible consideration of, and rapid responsiveness to, capital market changes.

Sigma believes that in order to provide a secure investment portfolio that delivers surplus yields, there is a need to utilize sophisticated financial instruments. As a result, we have developed tools and models that we use in managing our customer portfolios. Based on Sigma's financial engineering expertise, these components include the Sophisticated Short-Term Income model and the Dynamic Zero Cost Collar tool. For more information on Sigma's instruments, please go to the Financial Engineering or Strategies and Options sections.

The value of an investment covering particular branches of the economy or specific securities is based on an analysis of macroeconomic information as well as Israeli and foreign company data. The research and analysis we conduct help our investment managers identify opportunities arising in the market and deliver maximum profitability.

Sigma has made great efforts toward achieving long-lasting success. As such, we have invested much time in methodically analyzing publicly traded companies over time.

Sigma's prestigious client base testifies to the reliable, stable nature of our firm, which has produced consistently high yields for many years.

Secure Account Management

Sigma manages each client's account through a custodial securities account at the customer's bank branch. Sigma only carries out, on the basis of power of attorney, buy and sell orders, ensuring that the client's assets always remain within the account. Clients, meanwhile, maintain sole authorization to execute withdrawals or transfers based on direct instructions issued to the bank branch in which their accounts are managed.

Sigma manages its customers' investment portfolios at all of Israel's leading banks:

·Bank Hapoalim

·Bank Leumi

·Israel Discount Bank

·Mizrahi Tefahot Bank

·First International Bank of Israel

·Union Bank

·Bank Otzar Hahayal

·Bank Massad

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