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

  • $100 A Month To Be A Millioniare

    Open an account with $500 and invest $100 monthly from age 25 to 65 to accumulate a total of $1,016,627. This plan is designed to help you build significant wealth over time.

    + Build a million-dollar portfolio

    + Based on an annual rate of return of 12%.

  • Income Strategy with Company Stock

    Ideal for individuals who have significant amounts of company stock who want to hold their positions and generate income.

    + Generate passive income

  • Pay For College With $15K And $100 A Month

    Start with an initial investment of $15,000 and contribute $100 monthly to accumulate $185,000 for your child’s college education.

    + Based on an annual rate of return of 12%

    + Assumes colleges cost of $185K and 18 year investment timeframe

  • Leveraged Portfolio

    For Aggressive Investors

  • 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

  • 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.