Walter J. Kirchberger

Senior Advisor at Sigma Investment Counselors, Inc.

Walter J. Kirchberger

Walter J. Kirchberger

Senior Advisor at Sigma Investment Counselors, Inc.

Overview
RelSci Relationships

296

Number of Boards

2

Birthday

1936

Age

84

Number of Awards

1

Contact Data
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Relationships
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Executive Vice President at Sigma Investment Counselors, Inc.

Relationship likelihood: Strong

Chief Investment Officer at Sigma Investment Counselors, Inc.

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Director of Wealth Planning at Sigma Investment Counselors, Inc.

Relationship likelihood: Strong

Instructor at Stalla CFA Exam Review Program

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President & Chief Compliance Officer at Sigma Investment Counselors, Inc.

Relationship likelihood: Strong

Chief Operating Officer at Sigma Investment Counselors, Inc.

Relationship likelihood: Strong

Chief Executive Officer at Sigma Investment Counselors, Inc.

Relationship likelihood: Strong

Chief Compliance Officer at Seizert Capital Partners LLC

Relationship likelihood: Strong

Investment Advisor at Sigma Investment Counselors, Inc.

Relationship likelihood: Strong

Investment Advisor at Sigma Investment Counselors, Inc.

Relationship likelihood: Strong

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Walter J. Kirchberger
Senior Advisor at Sigma Investment Counselors, Inc.
Education
Degree in Economics

The University of Wisconsin–Madison has long been recognized as one of America's great universities. A public, land-grant institution, UW–Madison offers a complete spectrum of liberal arts studies, professional programs and student activities. Spanning 936 acres along the southern shore of Lake Mendota, the campus is located in the city of Madison.

Memberships
Member
Current

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Member
Current

Part of CFA Institute, CFA Society Detroit is a company headquartered in Saline, MI. The firm operates as a professional membership organization.The company says this about itself: The CFA Society of Detroit was founded in 1948 and consists of investment professionals of the greater Detroit area. As a CFA Institute member society, our society connects members to a global network of investment professionals.

Career History
Analyst
Prior - 2003

Founded in 1998, UBS Securities LLC, formerly UBS Warburg LLC (U.S.), is an investment bank and registered broker/dealer located New York City. The firm is also a registered futures commission merchant. They are a subsidiary of UBS Americas, Inc. and their ultimate parent is UBS AG (NYSE: UBS). UBS Securities is a member of the NYSE, NASD, SIPC and FINRA.UBS Securities is a primary dealer in U.S. Government securities and provides a full range of investment banking services including corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. They offer closed-end fund research, commodity research, credit research, economic research, emerging market research, equity research, fixed-income research, foreign exchange research, real estate research, technical research and thematic research.

Professional
Prior

UBS AG is a Swiss global financial services company that is headquartered in Basel and Zürich, Switzerland. The company provides investment banking, asset management, and wealth management services for private, corporate, and institutional clients worldwide, as well as retail clients in Switzerland. The name UBS was originally an abbreviation for the Union Bank of Switzerland, but it ceased to be a representational abbreviation after the bank's 1998 merger with Swiss Bank Corporation.

Senior Advisor
2003 - Current

Sigma uses both a top-down and bottom-up investment process for stock selection and equity portfolio risk management. Using a macro forecast of both long-term and short-term changes in the economy, the firm determines sector exposures relative to the S&P 500 index. They attempt to include most industries within each sector where fundamentals are attractive. Their equity selection process primarily focuses on large-cap stocks. However, smaller capitalization stocks are used when fundamental and valuation characteristics are attractive.For fixed-income, Sigma selects investment grade, predominantly rated 'A' or better. Core fixed-income holdings are U.S. Treasury securities, corporate debt, preferred stock, high yield bonds, general obligation bonds and revenue bonds. The firm generally avoids 'hybrid' or derivative based securities unless specifically directed by the client.Sigma uses a laddered maturity for the overall construction of fixed-income portfolios. Duration targets are based on account objectives and economic and interest rate prospects.

Boards & Committees
Member, Editorial Advisory Committee
Current
Advisor to the Investment Committee
Current

Sigma uses both a top-down and bottom-up investment process for stock selection and equity portfolio risk management. Using a macro forecast of both long-term and short-term changes in the economy, the firm determines sector exposures relative to the S&P 500 index. They attempt to include most industries within each sector where fundamentals are attractive. Their equity selection process primarily focuses on large-cap stocks. However, smaller capitalization stocks are used when fundamental and valuation characteristics are attractive.For fixed-income, Sigma selects investment grade, predominantly rated 'A' or better. Core fixed-income holdings are U.S. Treasury securities, corporate debt, preferred stock, high yield bonds, general obligation bonds and revenue bonds. The firm generally avoids 'hybrid' or derivative based securities unless specifically directed by the client.Sigma uses a laddered maturity for the overall construction of fixed-income portfolios. Duration targets are based on account objectives and economic and interest rate prospects.

Director
1995 - Prior

McClain Industries, Inc. produced solid waste equipment. The firm would sell truck chassis at the retail level. It also operated a steel tube mill to manufacture some of its steel tubing needs. It also provided coiled steel cutting and warehousing services for its own manufacturing operations. The company was founded in 1968 and was headquartered in Sterling Heights, Michigan.

Awards & Honors
Series 7 - General Securities Representative
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