Our Philosophy

Sigma2 is an independent wealth advisory firm built on the core principle of Syllogiki Sofia (Greek for collective wisdom). We are focused on providing bespoke, multi-generational wealth management and investment architecture for successful families and individuals of means.

We offer something refreshingly compelling and valuable in a crowded marketplace: highly customized portfolio solutions.

Our Investment Stewards, in collaboration with specialists and our exclusive network of global wealth creators, have access to a vast array of resources and knowledge. This highly selective and investor-focused approach, backed by rigorous due diligence and a powerful platform for analysis, is setting new benchmarks in capital preservation. We are driven by the enduring success of your legacy.

Our Investment

Sigma2 builds its portfolios by actively listening: identifying your long-term goals, legacy assets, risk tolerance, liquidity needs, and family values. This yields two primary pillars of allocation:

• Curated Direct Investing: Sourced through close working relationships with North American and European single-family offices, this includes meaningful allocations to real estate, infrastructure, private credit, and liquid private equity.

• Tax-Optimized Passive Strategies: Implementing carefully curated public equity, fixed income, and alternative strategies (including low-cost ETFs and Index Funds) accessed through rigorously vetted sub-managers.

Leveraging a client’s human, financial, and social capital with Sigma2’s expertise creates a virtuous cycle of smarter investing and the regeneration of wealth and wisdom.