Who we are

Our name, Sigma2, is derived from the Greek Συλλογική Σοφία (syllogikí sofía) or collective wisdom. Collaboration is the heart of our enterprise.

Our clients are a cohort of families and individuals of means characterized by their “hands-on” approach to the preservation and growth of multi-generational wealth. Through hard work and innovation, they built or materially augmented the generational wealth that they now steward. We leverage their human capital -- the intellect and instinct that enabled the accumulation of wealth -- to preserve and grow their financial capital.  Working with us and, should they choose, other clients, these wealth creators participate in the allocation of a broad array of opportunities curated specifically for them by Sigma2.

Beyond our uniquely collaborative approach, Sigma2’s singularity is reflected in the investment portfolios of our client families.  Specifically, most Sigma2 portfolios are characterized by a meaningful allocation to private investing, sourced both locally through our close working relationship with North American and European single-family offices and wealth creators.

These direct investments augment carefully curated, tax optimized passive portfolios encompassing traditional public equity and fixed income as well as alternative that can include real estate, agriculture, infrastructure, private credit, precious metals, liquid private equity and absolute return strategies. We access these passive strategies through sub managers that have been subjected to rigorous due diligence. Where it makes sense to do so, we employ lower cost ETFs and Index Funds to avoid unnecessary fees.

Sigma2 builds its portfolios by actively listening: identifying your long-term goals, desired return, legacy assets and other sources of wealth, risk tolerance, liquidity needs and family values. A proposed portfolio contains a detailed review of how each potential investment works individually and together the other components of the portfolio to meet your articulated goals and constraints. Clients are invited to take an active role in the investment process, participating in meetings with potential investment managers to better understand how their wealth is invested. Additionally, they are invited to bring their experience, intellect and instinct to evaluate direct, private investments with our investment personnel and other client families. This interaction builds social capital,

Leveraging a client’s human, financial and social capital, with Sigma2’s expertise creates a virtuous cycle of smarter investing and the regeneration of wealth and wisdom.