Sidoxia creates customized investment portfolios designed to meet the financial goals of our clients as outlined by personally tailored Investment Policy Statements (IPS).
Fusion is the name of our globally constructed investment strategies that are divided into conservative, moderate, and aggressive risk-adjusted portfolios. Sidoxia’s Fusion strategies integrate an extensive combination of fixed income and equity securities, including exchange traded funds (ETFs) and some of the identical company-specific equity securities employed in the Slome Sidoxia Fund, LP (a hedge fund also managed by Sidoxia Capital Management, LLC).
*Historical performance figures may be furnished upon request.
“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.”