MARKETS
ARE DYNAMIC

Navigating them Requires Dynamic Thinking

If you’re still making asset-allocation decisions based on age, or you’re one of the 150 million investors using managed mutual funds, we’ve got a lot of catching up to do.

3
Graph of Investment Models

Tactical Investment Models

Up to

0.87
GraphSharp Ratio Graph

Sharpe Ratio (net of fees)

Up to

6.45
GraphAlpha Graph

Alpha (net of fees)

As low as

0.39
Beta GraphBeta Graph

Beta (net of fees)

WHY SIGMA POINT CAPITAL?

Sigma Point Capital is a Registered Investment Advisor with specialized expertise in navigating today’s markets. We leverage a complex array of investment products, asset classes and strategies to safeguard and grow your wealth.

Team Members
Team Members

EXPLORE OUR TACTICAL INVESTMENT MODELS

Introducing a rules-based (behavioral bias-free) approach to investing

Diversified Macro Model

Diversified Macro Model

Our premier tactical asset allocation model that dynamically shifts between asset classes as economic conditions change.

Long-Term Tactical Model

Long-Term Tactical Model

Designed to minimize turnover and maximize long-term capital gains, this model is ideal for taxable accounts.

Short-Term Tactical Model

Short-Term Tactical Model

Our most aggressive investment model. Designed to deliver higher expected returns in exchange for increased volatility.

A FULL SUITE OF SERVICES
BUILT AROUND YOUR INDIVIDUAL NEEDS

Engage with us a la carte, or build a custom package

HUMANS VS. ALGOS

It’s time to accept that the machines and algos are better. It’s time to embrace rules-based Tactical Asset Allocation

Emotional
Cognitive Biases
Limited Data Retention
Subject to Style Drift
Connector
Human Brain
Humans
VS
Quantitative Analysis
Repeatable Criteria
Testable and programmble
Predictable Behavior
Connector
AI Algorithm
Algos
Downside Graph

Worried about a big market downturn?

DOWNSIDE GUARD MIGHT BE FOR YOU.

BUILD A MORE ADVANCED PORTFOLIO

A modern portfolio incorporates tools and tactics designed to enhance returns and guard against drawdowns.

STYLE FACTORS

Style Factors are specific investment characteristics that have at times outperformed the broader market. Done correctly, adding factor exposure can offset risk while enhancing returns.

Style Factor

PORTFOLIO INSURANCE

Did you know you can purchase insurance to guard against a decline in your portfolio? This technique allows investors to minimize losses without the need to sell assets.

Portfolio Insurance

BRAIN BITES

ZERO CONFLICTS OF INTEREST

As a fee-only Registered Investment Advisor, we have a fiduciary duty to you, our client. We put your interests ahead of ours, and offer a transparent pricing structure that aligns us toward the same goal. As a result, you know that we sit squarely in your corner.

Made in Webflow