Invest with Confidence
Helping you plan a bright future!
Invest with Confidence
Helping you plan a bright future!
About Us
Planning Futures
A Proven Approach
A Proven Approach
We help create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
A Proven Approach
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Why Us?
A Proven Approach
Current Status
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. And you can count on unbiased recommendations and impartial guidance.
Current Status
A Proven Approach
Current Status
We are currently not accepting new clients as we are fully subscribed.
Our Team
Family Office
The Sigard Group is a registered Family Office and Private Hedge Fund. The Group provides stewardship, governance, wealth preservation and generational planning for a discrete group of high-net-worth families. Since 1981, the Group has helped individuals, families and businesses plan and invest in a balanced portfolio of short and long-term strategies, including managing real estate holdings, philanthropic giving and volatility safeguards.