Take your portfolio to the next level

Build a stronger, more resilient asset base

Now offering access to style factors, portfolio insurance and target-date bonds

If you’re an

Investment management

client, our onboarding process will cover the integration of the components above into your portfolio.

Style Factors

Style Factors are specific investment characteristics that have at times outperformed the broader market. You’re probably familiar with at least a few of these, but here are the primary Style Factors that drive equity returns.


Invest in stocks that have exhibited lower historical volatility than the broader market


Dampens overall portfolio volatility and improves risk-adjusted returns


Invest in companies with healthy balance sheets


Minimizes potential drawdowns and portfolio volatility


Invest in stocks that are inexpensive relative to their earnings


Reduces portfolio volatility and downside risk


Invest in stocks that are outperforming the broader market


Increases expected returns


Invest in smaller companies with stronger growth prospects


Increases expected returns

Done correctly, adding factor exposure to your portfolio can offset risk while enhancing returns. Get in touch with us today to find out your level of exposure, and if you have the right factors working in your corner.


Would you ever consider not having homeowners insurance? Or car insurance? Or health insurance? Probably not. We all recognize the risks associated with these types of events, and so we mitigate that risk through the use of insurance .This same risk-mitigation technique can be applied to your investment portfolio, but there are some caveats. Depending on market conditions, this type of protection can be expensive, and therefore it should not be in place at all times (only when financial conditions dictate).

Portfolio insurance is also not something you can simply call an insurance broker to purchase. It must be done through the unique application of options contracts to your portfolio.One of the other primary benefits of portfolio insurance is that it allows you to protect your portfolio without selling assets. This can be particularly advantageous in taxable accounts.

Portfolio Insurance

Target-Date Bonds

Bonds play an integral role in a portfolio, but how you own bonds can have a major impact on the safety of your investment. Investors who own bonds through a typical bond fund are sacrificing one of the primary benefits that bonds provide: the almost-assured return of principal (assuming the issuer doesn't default).

This is because bond funds never mature. Instead, as certain bonds inside the fund mature, they are replaced with newer issues to maintain a target average maturity for the fund. The unfortunate result is that investors in these types of bond funds have less assurance that their principal is protected.

Thankfully, there are set of new products on the market that deliver the safety of individual bonds, but with the ease and customization of ETFs. These products provide final distribution at maturity, the liquidity and transparency of an ETF, and the ability to precisely control maturity, yield and credit quality.


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Stocks and bonds are the foundational elements of a portfolio, but they represent only two of many available asset classes. The inclusion of so called "alternative assets" can improve the risk and return characteristics of a portfolio to help achieve a variety of desired outcomes.

  • Uncorrelated Assets - to make sure your portfolio thrives under all market conditions
  • Store-of-Value Assets - to protect against declining fiat currencies and the ever-present erosion of your purchasing power by inflation
  • Identity Data - such as a national identification number (e.g., social security number where permitted, tax ID number, passport number, state or local identification number (e.g., driver's license of state ID number), and an image of the relevant identification card;
  • Safely Leveraged Assets - to enhance returns and build wealth faster through the systematic and safe use of leverage

This is where assets such as bitcoin (and other crypto-based assets), gold, and residential and commercial real estate come into play. Each one offers a unique risk-reward profile that when integrated with your core holdings, creates a resilient portfolio that can withstand nearly anything.


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.

Sigma Point Capital

Investment Model Disclosures


Sigma Point Capital, LLC (“SPC”) is a Registered Investment Advisor. All information provided herein is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views.

Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.

All examples are hypothetical and designed solely to convey information about our investment philosophy and strategies. Investing involves a great deal of risk including the loss of some or all of your investment. Past performance is not an indication or guarantee of future performance and Sigma Point Capital does not warrant or guarantee any minimum level of investment performance. No representation is being made that any SPC client account will or is likely to achieve profits or losses similar to those shown in the hypothetical back tested performance.

Backtested Performance Disclosure Statement

Hypothetical performance shown on the Sigma Point Capital website (the “Site”) is backtested and does not represent the performance of any account managed by Sigma Point Capital. The hypothetical performance depicted was achieved by means of the retroactive application of investment strategies that were designed with the benefit of hindsight.

Backtested performance is NOT an indicator of future actual results. Hypothetical results have inherent limitations, particularly that the performance results do not reflect the results of actual trading using client assets. Additional limitations of backtested performance include, but are not limited to, the effects of material economic and market factors on the decision-making process, and the ability for the security selection methodology to be adjusted until past returns are maximized.

The performance of any account managed by Sigma Point Capital will differ from the backtested performance shown on the Site for a variety of reasons, including without limitation the following:

  • Sigma Point Capital may consider from time to time one or more factors that are not accounted for in the models, or it may not consider any or all of such factors. The inclusion or exclusion of such factors may cause Sigma Point Capital to override the model’s recommendations, which could result in performance that is higher or lower than shown.
  • The hypothetical backtested performance results assume full investment, whereas an account managed by SPC may have a positive cash balance upon rebalance. Had the backtested performance results included a positive cash position, the results would have been different and generally would have been lower.
  • The backtested performance results for each strategy are based on the daily closing prices of each security. Accounts managed by SPC will rarely, if ever, be able to transact at the exact daily closing prices, and as a result, security purchases and sales may be at higher or lower prices than those depicted in the model’s returns. This could result in performance that is higher or lower than what is depicted on the Site.
  • The timing of trades and transactions in an account managed by SPC may differ from the timing of trades and transactions shown in the backtested performance. This could result in performance that is higher or lower than what is depicted on the Site.
  • Hypothetical performance includes the reinvestment of dividends and interest, but no management fees or transaction costs are included. If management fees and transaction costs were included, the results would have been different and generally would have been lower.
  • Hypothetical performance does not reflect the impact of taxes on non-qualified accounts. If taxes were included, the results for non-qualified accounts would have been different and generally would have been lower.
  • Accounts managed by SPC are subject to additions and redemptions of assets under management, which may positively or negatively affect performance depending on the the timing of such events in relation to market conditions.
  • Simulated returns may be dependent on the market and economic conditions that existed during the backtested period. Future market or economic conditions can adversely affect the returns shown.

Performance results have been compiled solely by Sigma Point Capital, LLC and have not been independently verified.

3rd Party Data

Sigma Point Capital relies on third-party data sources for portions of its data. The information derived from these sources is believed to be accurate, but no warranties or representations are made with respect to its accuracy or completeness.

Neither Sigma Point Capital nor any third-party data provider are responsible for any damages or losses arising from any use of this information.

Fund Ticker Symbols and Definitions

In order to help existing and prospective clients understand the performance characteristics of the SPC Tactical Investment Models, backtested performance on the Site is shown in relation to three benchmarks: The S&P 500 Index, The U.S. Aggregate Bond Index, and a 60/40 blend of those two indexes (benchmarks are shown using Exchange-Traded Funds which track each index).

Sigma Point Capital Tactical Models use a combination of equity and fixed-income ETFs to achieve their results; therefore, these benchmarks provide a reasonable example of the performance that one would achieve from a buy-and-hold approach using a similar set of securities.

SPY represents the SPDR S&P 500 ETF. It is an exchange-traded fund designed to track the performance of the S&P 500 Index. It does not represent the index itself.

AGG represents the iShares Core U.S. Aggregate Bond ETF. It is an exchange-traded fund designed to track the performance of the Bloomberg Barclays U.S. Aggregate Bond Index. It does not represent the index itself. The inception date for AGG is 9-22-2003. As a result, in our analysis and backtested performance, we use price data for VBMFX (the Vanguard Total Bond Market Index) as a proxy for AGG price data for all dates prior to 10-01-2003, at which point we switch to using actual AGG price data.

"60/40 Stocks/Bonds" refers to a hypothetical portfolio that would have kept 60% of its assets invested in SPY - the SPDR S&P 500 ETF and 40% of its assets invested in AGG - the iShares Core U.S. Aggregate Bond ETF.



This document and the information found on the Site do not constitute a complete description of SPC’s investment services. For personalized investment advice, please Contact Us.

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