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 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.
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
Mission Accomplished?
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.
Hollywood Shuts Down & Market Goes Uptown
The economy remains strong, inflation appears to be cooling, and short-term interest rates could be peaking. Your air-conditioning bill may go up this summer, but so will your stock portfolio, if your investments are being properly managed.
Fight the Fed… Or Risk Your Account Going Dead!
The best recommendation I can provide when it comes to investing advice squawked by the media masses is that the true path to wealth creation often comes from ignoring or disobeying these unreliable and inconsistent rules of thumb.
AI Revolution and Debt Ceiling Resolution
Investors can stand on firmer ground now knowing we are upon the cusp of an AI revolution and near the finish line of a debt ceiling resolution.
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