How Can Advisors

Use the Sigma Score™ with Clients?

✅ The Sigma Score™ gives fiduciary advisors a single, trusted metric to evaluate, explain, and improve portfolio design —

without guessing or hype.

It replaces product-driven persuasion with structural truth —

helping you earn trust, protect clients,

and prove your value through evidence.

📉 The Problem: What Most People Get Wrong

Traditional reviews rely on vague metrics:

  • Past returns

  • Pie charts

  • Risk tolerance scores

  • Manager talk tracks

But here’s the truth:

Clients don’t trust what they don’t understand.

And they don’t understand why they’re invested the way they are.

That’s why “diversification” feels like a sales script.
And why even good portfolios trigger anxiety in bad markets.

When your conversation lacks structural clarity —

clients default to fear.

🔁 The Belief Shift

Old Paradigm: “Show the performance. Pitch the story.”


New Paradigm: “Reveal the structure. Prove the integrity.”

“Trust doesn’t come from outcomes —

it comes from clarity.”

🧱 The Structural Explanation

The Sigma Score™ is built from

12 advanced metrics across three critical domains:

🛡️ Gamma (Stability)

🔄 Tau (Resilience)

⚙️ Eta (Efficiency)

Together, they form a single score — from 0 to 100 — that diagnoses how structurally sound a portfolio really is.

How Advisors Use It with Clients:

✅ Portfolio Audit Tool
→ Use the score to audit new or inherited portfolios —

exposing unseen risks and fragility.

✅ Conversation Framework
→ Replace vague statements with a

simple, visual health score clients can understand.

✅ Education & Empowerment
→ Teach clients what actually drives portfolio survival —

and how yours is built to endure.

✅ Ongoing Review Benchmark
→ Use the score to measure improvements,

reduce emotional noise, and stay grounded in logic.

📊 Why It Matters

✅ You move from persuasion to proof
✅ You earn trust by showing clarity — not complexity
✅ You gain a structural edge in every conversation
✅ You reduce reactivity by showing what’s really happening under the hood

“Advisors using the Sigma Score™ tell us

their client conversations changed overnight —

from anxious to aligned.”

👥 Who This Is For

→ For fiduciary advisors tired of the product-pitch game:
If you want to lead with principle, evidence, and protection —

this is your diagnostic.

→ For portfolio managers wanting differentiation without noise:
If you’re managing millions and want a clean way to demonstrate strength —

this is your edge.

🛠 When You’re Ready, Here’s How I Can Help.

🧠 Further Insights to Strengthen Your Clarity

Ready to go deeper?

These aligned insights build on

what you just uncovered.

  • What Are the 12 Dimensions of Portfolio Risk?

  • What Is Gamma, Tau, and Eta in Portfolio Design?

  • Can a Single Number Really Tell Me if My Portfolio Is Built to Last?

  • How Does the Sigma Score™ Help Me Identify Hidden Fragility?

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