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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.
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Waking up your investment brain
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.
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.
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.”
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.
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®