Sigma Asset Management: Financial Planning & Wealth Management, George & Bethlehem

Two processes, in one complete picture

Wealth management · Person Asset management · Capital

        A financial plan is a considered process,
        supported by the application of
        sound investment principles.
      

        You have spent your working life
        building wealth. Through personal
        attention, we grow and preserve it.
      

        The Sigma approach is one licensed
        relationship: a practice that, through
        experience, continuously supports
        investors nationwide.
      

Financial planning: a clear plan for every milestone

        A clear, written plan for retirement,
        education, and the milestones in between,
        reviewed with you every year, not once
        and forgotten.
      

Wealth management: built around your life, not a model

        Ongoing, hands-on management of your
        investments, built around your risk appetite
        and time horizon, not a one-size model
        portfolio.
      

Asset management: active hands on your portfolio

        Active oversight of your portfolio's
        performance, rebalanced deliberately as
        markets and your circumstances change,
        never left on autopilot between check-ins.
      

A proven record: a decade through every market cycle

        Over a decade guiding investors
        through market cycles, not just the
        good years.
      

Advice with solutions: plain language before you sign

        Every recommendation comes with the
        reasoning behind it, in plain language,
        before you sign anything.
      

Wealth can't be rushed, but it can be planned, protected, and passed on.

FSP 54009/44359, FSCA-licensed since 2012, stated plainly, never buried in fine print.

13+years 2offices 2012est.

Personal. Always.

Guidance for every stage of life

Your story shapes the plan

Time + Discipline + Principles = Sigma Wealth-factor

Our team

The six people who answer your call

André Herholdt

Discretionary Portfolio Manager, Investment Specialist & Adviser

Jannie du Plessis

Senior Investment Adviser

Chris Swart

Investment Specialist & Adviser

Karen Herholdt

Office Manager, Finance & Compliance

Henriëtte Herholdt

Admin Manager, Investment Adviser & Consultant

Adri Fourie

Reception, Admin & Adviser Support

Personal wealth and asset management