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The greatest leaders and innovations in history have been created with the help of optimism. Our firm name, Sidoxia, is inspired by the Greek word for optimism. For every problem there is a corresponding opportunity and solution. Sidoxia was established to fill a void in the financial services marketplace for independent, client-driven advice that is free of conflicts.
Sidoxia was founded by Wade W. Slome, CFA®, CFP® in 2008 in Newport Beach, California. Having managed a $20 billion mutual fund and worked in the industry for more than twenty years, Mr. Slome’s extensive experience and credentials allow him to provide institutional-quality service to all clients.
The optimistic theme underlying Sidoxia’s name also stems from Mr. Slome’s older brother, who earned an academic award for being the “Most Optimistic” before he succumbed to complications related to his mental illness.
Proprietary Investment Process Utilizing Low-Cost, Long Term, Tax Efficient Strategies
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Concentrated Long Biased Growth Fund
Waking up your investment brain
Halloween is a scary time, and the stock market has experienced a frightening 2022 as well. If you turn on the television or read the news, you may think Armageddon has arrived, the last battle of biblical proportion between good and evil. Fortunately, reality is often less dire than the headlines make it appear.
Inflation rates have been running near 40-year highs, and as a result, the Federal Reserve is doing everything in its power to rip off the Band-Aid of insidious high price levels in a swift manner. The Fed’s goal is to inflict quick, near-term pain on the economy in exchange for long-term price stability and future economic gains.
The near-term volatility will likely create a lot of stomach-churning uneasiness. However, in the coming months, if it becomes clearer the Fed is closer to the end of its rate-hiking cycle and inflation subsides, you might be gleefully enjoying your tasty gains rather than complaining of financial heartburn and headache pains.
Eventually, the Fed will stop raising interest rates, inflation will cool, the Russia-Ukraine war will be resolved, and solid growth will return. While many people are betting the stock market will lose this year, many long-term investors recognize betting on stock market success is a winning strategy over the long-run, especially when prices are on sale.
President & Founder
Vice President, Operations and Research
Be it his dynamic talks, TV interviews, or extensive writings, Wade Slome CFA, CFP®, President/Founder of Sidoxia Capital Management, and author of How I Managed $20,000,000,000.00 by the Age of 32 and 1001 Truths about Investing, shares his expertise plus provides listeners unique strategies to gain an edge in a competitive, global investment environment. “What a wild ride it’s been,” says Slome, who’s been a go-to resource for USA Today, The New York Times, Dow Jones, Investor’s Business Daily, Bloomberg, Smart Money and other media outlets. “From trading penny stocks in high school stock market competitions to trading billions of dollars while hanging out with Eric Schmidt and Jeff Bezos, I’ve seen it all.”
Investing in market leading franchises that can sustain above average earnings growth. Implementing a disciplined, systematic approach integrating time-tested fundamental and quantitative factors.
"Investing requires a mix of art and science. Relying too much on your gut or math can be detrimental to your financial health."
- Wade W. Slome, CFA®, CFP®
President & Founder, Sidoxia Capital Management, LLC
“True wealth is created by investing as a contrarian. The grass is greener and the eating more plentiful off the herd’s beaten path.”
-Wade W. Slome, CFA®, CFP®