Plan. Invest. Prosper.
Experienced investment management and financial planning services, for individuals, businesses, and institutions.
Don't get stuck at the bottom.
Urban professionals face more financial challenges than ever before. Small changes now can lead to a lifetime of independence.
It's not always about the money.
Constructing a life strategy that keeps you in control is our goal. With our advisors, we’ll give you the tool to reach your goals.
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 thirty 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
Independent, Fee-Only Fiduciary We'll Get You From A to B and Everywhere In-between
Superior Savings and Tax Deferral Strategies for Owners and Their Employees
Concentrated Long Biased Growth Fund
Waking up your investment brain
Did Santa Claus Come Early This Year?
Last December, Santa skipped the rally, and the S&P 500 fell -5.9%, ending 2022 down -19%. This year mirrors the opposite – up +19% in 11 months. Hoping for a Santa Claus rally in 2023!
Israeli-Hamas conflict has limited global impact; Israel/Gaza is a small fraction of world's population & GDP. Despite market shifts, a strong economy, low unemployment, & rising interest rates create investment opportunities.
Consumer Wallets Strong, Rate Hikes Long, What Could Go Wrong?
Consumer wallets and balance sheets remain flush with cash as employment remains near record-high levels. Cash in consumer wallets and money in the bank help the economy keep chugging along at a healthy clip.
Time will tell if the mission has already been accomplished, but so far, the Fed has been delicately balancing an economic soft landing and stock market investors like it.
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®