Our Philosophy

1. We construct conservative portfolios designed to maximize expected returns while minimizing the level of risk by mathematically targeting a specific and low volatility level
2. We believe that limiting downside risk is extremely important
   • The downside hurts you more than the equivalent upside helps you.
   • We consequently construct portfolios mathematically targeting one third of the overall market volatility, allowing for a much "smoother ride"
3. Our relationship with Raymond James and the concept of "Separation of Powers" is paramount
   • Raymond James is a stable, conservative company with assets totaling $275 Billion
4. Liquidity is key
   • Ability to access portfolio when needed for whatever reason
   • No penalties to access your funds
5. Our clients receive:
   • NO Binding Contracts
   • NO Microsigma / Raymond James Release Fees
6. As risk managers, we always have the client's best interests in mind - first and foremost

Best of Both Worlds

Microsigma charges a low management fee, allowing the inclusion of practically any mutual fund family and portfolio manager, and maintains a low overall expense ratio.  Rather than limiting investment choices and reducing the portfolio’s potential, we choose to curtail our fees and provide you with an unrestricted investment vehicle.

Our quantitative algorithmic program strives to construct a mathematically diversified portfolio by selecting from a virtually unlimited pool of mutual fund managers that have met our criteria for inclusion.  Hence, this truly offers our clients the best of both worlds: carefully selected high-quality funds and fund managers, with their respective allocations driven by a quantitative optimization model.

Our Mission

To create and maintain a lifelong relationship with every one of our clients, while managing portfolios in a precise, mathematical, and conservative manner.

When your assets are at stake, discretion and reliability are a priority.  At Microsigma Capital Management, we work independently and are not influenced by any obligations to banks or other financial service providers.  We help define your financial goals and develop a financial plan.  Our decisions to invest your money are based on qualitative and return-oriented criteria — evaluating the impact of every decision on your specific goals.  We have summarized the basis of our work here:

• Independence
  We act independently from banks and other financial service providers.  The only courses of action we will pursue are ones that are well-suited to the individual goals of the customer.

• Personal service and support
  Individualized service and support of our customers are of paramount importance at our firm.  We offer custom-tailored financial solutions designed to meet your financial goals.  Your objectives matter most.

Get to Know Us Personally

Ready to discuss the key components of your financial strategy?

Give us a call at 305.461.9100 or e-mail us at info@microsigmacapital.com