Investing Philosophy
Sidoxia puts the needs of our clients first; therefore we conduct detailed interviews to establish a customized investment program based on the client’s objectives and constraints. Since Sidoxia sells no proprietary or affiliated products, our independent and unbiased advice better serves the conflict-free wishes of our clients. In order to ensure consistency, Sidoxia will develop a client’s personal investment policy statement, and create and manage a portfolio based on the associated disciplined guidelines. 

 

Besides the clear goal of maximizing risk-adjusted returns, we strive to minimize fees and manage assets in a tax-efficient manner – important factors that many advisors neglect. Many brokers, investment managers, or advisors chase performance by trading the hottest stock, sector, or fund manager - unfortunately leaving the investor holding the bag of higher fees, commissions, and taxes in many cases. Utilization of low cost investment vehicles such as Exchange Traded Funds (ETFs) and index funds is one strategy employed by Sidoxia to exploit tax-efficiency and fee-reduction opportunities.

 

Albert Einstein famously supported the value of “compounding growth,” when he described the phenomenon as the “Eighth Wonder of the World.” By minimizing fees and taxes, more money remains available in the client’s pocket to compound into larger sums of future wealth.

            
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