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High-Performance Trading & Tax Efficiency Solution
Sigma 3 Capital offers a powerful and sophisticated investment solution specifically tailored for high-net-worth individuals. Our strategy combines the benefits of creating a dedicated trading business (an S-Corporation), utilizing special IRS tax elections (475(f)), and integrating robust retirement planning (Solo 401(k)). This structure not only significantly reduces tax liabilities but also amplifies wealth-building opportunities through professional portfolio management.
How a $1M Physician Transformed Tax Liability into Investment Capital
Sigma 3's Precision Wealth Stack™ for High-Income Medical Professionals
Strategic Multi-Entity Tax Optimization Plan
To reduce current tax liability, increase pre-tax retirement contributions, shift income into business structures, and create a scalable entity platform modeled on institutional and family office frameworks.
Client Profile and Proposed Tax Optimization Plan
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Strategy Overview
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Comprehensive Investment Portfolio Proposal
This portfolio was designed to truly diversify our client’s holdings beyond stocks by incorporating bonds, leverage, and real estate. By broadening his asset allocation, we maintained similar market returns with reduced exposure to market risk. Through Sigma 3’s approach, he now has a balanced, resilient portfolio positioned for long-term stability and growth.
3SEP IRA Investment Report
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Comparative Analysis
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Trading Strategy Recap
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