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.

SIDOXIA'S STORY
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.
Sidoxia Services

Investing
Proprietary Investment Process Utilizing Low-Cost, Long Term, Tax Efficient Strategies

Financial Planning
Independent, Fee-Only Fiduciary We'll Get You From A to B and Everywhere In-between

401(k) Retirement Services
Superior Savings and Tax Deferral Strategies for Owners and Their Employees
Investing CaffeineTM Blog
Waking up your investment brain

Even Winning Teams Occasionally Lose
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.

Bad Weather Coming: Hurricane or Drizzle?
While the economy will likely face a number of headwinds going into 2023, it doesn’t mean a hurricane is coming and you need to hide in a bunker. If you pull out your umbrella and rain gear, just like smart investors do during all previous challenging economic cycles, the drizzle from the storm clouds will eventually pass and blue skies shall reappear.

No Pain, No Gain
Market corrections are never comfortable, but successful, long-term investing comes with a price. Peter Lynch said it best when he stated, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”

Insane Gain After Fed & Ukraine Pain
Although there are plenty of reasons for investors to rationalize a run for the hills, there remains some extraordinarily strong fundamental tailwinds intact. In spite of the economic pain caused by Ukraine, the Fed, and inflation, there are plenty of reasons to remain optimistic.
Meet Our Team
Sidoxia
Media and Books
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.”
Slome Sidoxia
Hedge Fund
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