High Net Worth Focus Sigma Investment Management specializes in serving high net worth individuals and families, indicating an opportunity to offer premium financial products, wealth management tools, and personalized investment solutions tailored to affluent clients.

Recent Acquisition The company's acquisition by Mercer Advisors in 2018 highlights potential for cross-selling services related to mergers and acquisitions, integration of advanced wealth management platforms, and expanded service offerings targeting high-value clients.

Medium Revenue Scale With revenues between 10 and 25 million dollars and a relatively modest team size, Sigma presents an opportunity to upsell scalable financial technologies, advisory platforms, and operational efficiencies aimed at mid-sized wealth management firms.

Regional Market Presence Located in Portland, Oregon, with a focus on the Pacific Northwest, the company offers prospects for localized marketing strategies, regional financial planning tools, and community engagement initiatives to deepen client relationships.

Technology Stack Insights Utilization of WordPress, Google Analytics, and modern web tools suggests openness to digital engagement and online marketing collaborations, ideal for promoting digital financial services, client portals, and interactive wealth management platforms.