Sigma401k offers a web-based investment management app, providing active money management and quarterly portfolio adjustments for retirement accounts.
Location
Phoenix, AZ, US
Founded
2017
Sigma401k is an investment advisory and technology firm that aims to bring sophisticated investment strategies to all retirement oriented investors. They offer the first web-based investment management application designed to provide active money management services to clients within their existing employer sponsored retirement account (401k, 403b, etc.). Their service provides quarterly portfolio monitoring and adjustments to your account.
These are based on well-known investment methods, but they are not commonly available to retirement plan participants. The Sigma401k strategy combines tracking a return risk “factor”, momentum, with a versatile risk management model (market trend) that attempts to reduce the effects of market downturns on portfolios. They believe this type of sophisticated strategy should be available to all investors.
Sigma401k - Classification
NAICS
520000Finance and Insurance
523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities