High Net Worth Clients Sigma Investment Management primarily serves financially successful individuals and families, indicating a client base with substantial assets that may require comprehensive wealth management solutions and premium investment services.

Recent Acquisition The acquisition by Mercer Advisors in 2018 signifies potential opportunities for cross-selling or expanding service offerings within the existing client network, leveraging Mercer’s broader resources.

Mid-Size Growth Potential With a revenue range of up to 10 million dollars and a small team of 11-50 employees, Sigma presents a growth opportunity for service providers focused on scalable investment management solutions tailored for mid-sized firms.

Digital Engagement The company's existing tech stack—including WordPress and Google Analytics—suggests an openness to digital marketing and online client engagement opportunities, facilitating targeted outreach.

Market Niche Focus Operating in the Pacific Northwest with a regional focus on high net worth clients indicates potential for localized marketing campaigns and personalized financial services diversification.