Why we chose the name Sigma
Sigma is the Greek letter used to designate the standard deviation that represents the risk measure of a portfolio. We chose this name to express clearly that risk control is the foundation of our portfolio management.
What distinguishes us
As pioneers in index management in Canada, we focus on the structure of our portfolios rather than the selection of securities or managers, thus allowing us greater reliability of results.
Our Principles
- We believe that emotions hurt investors' behavior and affect their performance.
- We believe that better education and understanding of risk leads to more profitable decisions in the long term.
- We believe that better education and understanding of risk leads to more profitable decisions in the long term.
- We believe that better control of risk and return requires index-based -management with multiple asset classes.
- We believe in transparent compensation with no conflict of interest.
- We believe in integrated wealth management planning that includes tax and estate considerations.
Lalonde Beaucage Group
The management of our portfolios is based on 3 fundamental
principles:
- We believe that there is little value added in the selection of managers for the different asset classes. Studies show that very few managers are able to outperform their long-term benchmark;
- The use of index management allows us to focus on portfolio
structure rather than stock or manager selection. Exchange Traded
Funds (ETFs) give us access to a wider variety of asset classes and
management styles at a very low cost.
- It is possible to reduce the volatility of a portfolio without sacrificing expected future return.
Based on these principles, we offer portfolio management solutions tailored to the specific needs of each of our clients:
- Sigma Balanced Index Portfolio
- Sigma Income Index Portfolio
- Sigma Index Asset Class Rotation Portfolio
- Sigma Index Rotation Moderate Asset Class Portfolio
As full-service advisors, we have access to all the available products that financial markets offer that can complement our index-based core management.
