Setting a New
Investment Standard.
Sigma 3 stands at the intersection of innovation, expertise, and client-centricity, offering a fresh perspective on investment management and financial planning. Sigma 3 advisors leverage quantitative analysis to manage portfolios effectively.
At Sigma 3, we are committed to pushing the boundaries of traditional finance
by embracing technology, data analytics, to deliver personalized solutions that empower our clients to achieve their financial goals. Our approach is rooted in a deep understanding of each client's unique needs, aspirations, and values, allowing us to tailor our services to their individual circumstances.
We pride ourselves on our fiduciary responsibility to our clients. Being a fiduciary means that we are legally and ethically bound to act in your best interests at all times. This commitment ensures that our advice, recommendations, and actions are made with the utmost care and loyalty, prioritizing your financial goals and well-being above all else.
Invest Simply with our Popular Plans
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Securities Back Line of Credit
One of the most overlooked strategies is using a securities-backed line of credit. Instead of tapping home equity, clients can borrow against their portfolio to invest in real estate, buy stocks, or fund new ventures. We help build portfolios designed for this.
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Active Trader S - Corp
Are you an active trader or looking to become one? Setting up a trading S-Corp can offer major advantages. With Section 475(f) and Trader Tax Status, you can unlock pass-through losses and powerful tax benefits.
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Family Lite Structures
We help you set up a mini family office around your investment portfolio—just like the ultra-wealthy. From LLCs for real estate holdings to operating, trading, and holding companies, we guide you every step of the way.
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Leveraged Portfolio
For Aggressive Investors
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Personalized Sigma 3 Plan
A Sigma 3 advisor will work to understand your financial situation and goals to create a customized plan to fit your individual needs. Our advisors use advanced option strategies and cutting edge AI tools for in depth quantitative analysis.
+ Recommended +$50k
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401k Management
We help you consolidate all of your 401k plans into one..
+ $0 Transfer fees
Sigma 3’s custom Investment Strategy vs. S&P 500 Indexing
Sigma 3 stands at the intersection of innovation, expertise, and client-centricity, offering a fresh perspective on investment management and financial planning. Sigma 3 advisors leverage quantitative analysis to manage portfolios effectively.
Sigma 3 Articles and Insights
Sigma 3 Articles and Insights
Area of Expertise
Investment Management
We provide comprehensive investment management services tailored to meet your financial goals.
Precision Portfolio Management: At Sigma 3, we specialize in precision portfolio management, focusing on constructing diversified portfolios composed of market leaders across various industries. Our strategy aims to provide both diversification and performance.
Business Consultants
At Sigma 3, we offer business consulting services tailored to help your business thrive. With extensive experience in franchising and a wide range of industries, our team provides strategic insights and practical solutions to drive growth and efficiency. Our franchisee experience includes well-known brands such as 7-Eleven, Subway, Earl of Sandwich, FedEx Routes, and Pronto Wash. Whether you're looking to build your own business, expand your franchise, improve operations, or develop new business strategies, Sigma 3 is here to support your success. Service cost $250/hr. Clients typically only require ~1-2 hours of consultation.
Tax Reduction Strategies
At Sigma 3, we provide comprehensive tax reduction strategies to help you safeguard your wealth and secure your financial future. Our team offers personalized solutions to minimize tax liabilities. Sigma 3 delivers strategic guidance and effective planning to protect and grow your assets.