A quantitative approach to wealth management.
Sigma² is a future fee-only fiduciary wealth management practice.
Request launch updatesWhy Sigma²
A return estimate is not a plan.
A single expected return is a point estimate. It says little about the array of outcomes that can surround it.
Sigma² is the measure that makes uncertainty visible. Quantitative analysis does not create future outcomes; it structures data to help you understand the potential outcomes of the decisions that shape your future.
σ = √σ² = 15.0%
- Expected return
- 10.0%
- Typical range
- −5.0% to +25.0%
- Value at Risk
- −14.7%
68% of modeled annual outcomes.
Using a 95% confidence level, this model estimates a loss of −14.7% or more about 5% of the time.
Disclosures
Illustrative normal-distribution model — not a prediction, personalized advice, or an investment recommendation.
Sigma² is targeting a June 2027 launch and is not currently operating as an RIA or providing advisory services.