How Can Advisors Use

the Sigma Score™ with Clients?

✅ Advisors use the Sigma Score™ to bring invisible risk into clear view — and to reframe portfolio conversations around structure, not speculation.

It’s a diagnostic tool that:

Measures how a portfolio performs under pressure

It quantifies 3 essential traits:

1. Stability (Gamma)

2. Resilience (Tau)

3. Efficiency (Eta)

Then it gives clients a single, simple score: Sigma

The Sigma Score™ doesn’t replace you.
It amplifies your role as a truth-teller, risk architect,

and principle-based guide.

📉 The Problem: What Most People Get Wrong

Most advisors still lead with:

Asset allocation charts
Backtested model performance
Surface-level diversification

But here’s the truth:

Clients don’t understand risk charts —

they understand trust or fear.

And in moments of market stress?

Fancy charts don’t hold up
Clients question the system
Advisors get blamed — even when they followed the “rules”

That’s not because you failed.
It’s because the model wasn’t built for emotional survivability.

🔁 The Belief Shift

Old Paradigm: “Performance and allocation charts are enough.”

New Paradigm: “A structurally clear portfolio earns trust — even under stress.”

“You’re not just presenting numbers.
You’re helping clients see the design behind the decisions.”

🧱 The Structural Explanation

Here’s how advisors use the Sigma Score™ in practice:

✅ Step 1: Diagnose the Portfolio
Upload the client’s current holdings and run the Sigma diagnostic.
→ Reveals Gamma (Stability), Tau (Resilience), Eta (Efficiency), and composite Sigma.

✅ Step 2: Translate the Truth
Use PortfolioVoice™ to explain what the scores mean in real terms.
→ “You’re stable here, exposed here, and inefficient here — here’s why it matters.”

✅ Step 3: Reveal the Structural Gaps
Instead of saying “You’re not diversified enough,” you say:
→ “This score shows 74% of your risk exposure is concentrated in one economic environment.”

✅ Step 4: Anchor the New Conversation
→ “It’s not about chasing returns — it’s about engineering confidence, clarity, and control.”

✅ Step 5: Offer the Next Best Step
If the client sees misalignment, you’re now positioned to guide from insight, not persuasion.

The Sigma Score™ becomes your truth anchor —

not a sales tool, but a signal.

📊 Why It Matters

When you use the Sigma Score™:

✅ Clients feel seen, not sold
✅ Trust grows because the truth is visible
✅ You shift the conversation from returns to resilience
✅ You elevate your positioning from advisor → architect