Custom Strategy Builder

Welcome to the Signal Sigma Strategy Builder!

This tool lets you quickly request a custom made strategy that better fits your investing style. Before making a request, please make sure you are fully acquainted with our Investing Process. This will allow you to make more informed choices when going through the options.

We have included 2 modes for the Builder:

Active - useful for tweaking one of our 3 active strategies
Smart-Beta - used for defining the selection process behind a Smart-Beta portfolio

It is also possible to request a fully custom investing strategy that does not rely on any of our previous work. You can set up a call using the button below and we will get in touch.

Active Strategy Builder

Strategy Name

Assign a name for your new strategy

Which existing Signal Sigma Strategy would you like to use as a starting point?

Select one of the options below

How would you like to increase / decrease risk-taking?

Select one of the options below

How would you like to modify the trading frequency?

Select one of the options below

Your Email Address

Input your email so that we can deliver the strategy backtest and activate it on your account

Smart-Beta Strategy Builder

Strategy Name

Assign a name for your new strategy

How does the Stock Screening work?

Describe the stock screening process

Which Sectors or Factors would you like the strategy to invest in?

You can specify certain ETF correlations, Industries or Sectors. Leave blank to "Select All".

What is the required Rebalance Frequency?

Select one of the options below

Does the strategy employ a Stop-Loss logic?

Select one of the options below

Does the strategy trade using Trade Signals?

Select one of the options below

Other considerations

Describe other factors that the strategy should take into account

Your Email address

Input your email so that we can deliver the strategy backtest and activate it on your account

Schedule A Call

Do you require more assistance in building your custom investment strategy? Set up a call and let’s chat!

Schedule a Call