Frequently Asked Questions
Sigma Point Capital was founded by Matt Kerkhoff. Matt holds degrees in Management Science and Psychology from the University of California, San Diego, and an MBA from the University of San Diego. His approach to reading markets combines elements of behavioral science with traditional fundamental and technical analysis. For more information please see our About Page.
Our approach to investing is based on four elements: Understanding the macroeconomic picture, listening to the market’s story as told through price action, incorporating specific factors that drive excess returns, and understanding market psychology through the lens of behavioral finance. Learn More.
Right now we only offer general market analysis, but we are in the process of formalizing a governance structure designed to oversee managed accounts.
Sigma is the symbol for standard deviation (a measurement of volatility), which is how risk is measured in the financial markets. Our investment approach is designed to minimize sigma, which helps to protect your portfolio from major losses as well as deliver substantially higher risk-adjusted returns.
Yes. Our investment approach is designed to help you deploy capital in the most efficient way possible, which is something every investor can benefit from. Those who are approaching or in retirement should de-risk their portfolios by keeping a larger portion of their portfolio in risk-free assets.
Sigma Point Capital – Market Analysis
Our economy is cyclical in nature and during various portions of the business cycle, different asset classes will over or underperform. By understanding exactly what’s happening in the underlying economy and across financial markets, you can keep your portfolio out of harms way and know where to be invested to maximize returns.
The cost is $199/year and that includes 50 weekly updates, provided each Tuesday shortly after the markets close (approximatley 2PM Pacific Time).
Yes, if you visit our Market Analysis page, you can read all content that is more than six months old for free.
We offer a full refund anytime within the first 30 days of a new subscription. This same policy applies to automatically renewing subscriptions. More details can be found in our Terms & Conditions.
Simply log in to your account, click on your account settings and click the cancel button. No need to call, email or talk to anyone.
Sigma Point Capital – Managed Accounts
At the moment, no. We are in the process of formalizing a governance structure designed to oversee managed accounts. In the meantime, if you would like guidance in managing your portfolio, we invite you to explore our parter site, Model Investing.
Managed accounts will be charged based on a percentage of assets under managment (AUM). We are still working out the details, but expect to offer this service for approximately 0.5% of AUM.
We expect to begin offering managed accounts within the next 6-9 months. If you are interested in this service, please send an email to email@example.com and we will keep you up to speed as things progress.
Of course! You can always reach us via our Contact Us form, call us at 858-324-4991 or send an email to firstname.lastname@example.org