High Net Worth Focus Sigma Investment Management primarily serves financially successful individuals and affluent families, representing a prime target demographic for premium financial products, advanced wealth management solutions, and high-value investment services.

Recent Acquisition The company's acquisition by Mercer Advisors Inc. in 2018 indicates opportunities for cross-selling integrated wealth management services and expanding client relationships through combined offerings.

Revenue Potential With annual revenues estimated between 10 million to 25 million dollars, Sigma demonstrates a stable financial position, suggesting capacity for investing in innovative financial technologies and expanding service portfolios.

Market Expansion Located in the Pacific Northwest and serving high net worth clients, Sigma has potential to grow its client base through regional marketing initiatives, strategic partnerships, and targeted outreach to affluent communities.

Technology Utilization Utilizing a modern tech stack including WordPress, Google Analytics, and other web tools, there is an opportunity to enhance digital engagement, optimize client portals, and improve online marketing channels to attract new high net worth clients.