Sidoxia creates customized investment portfolios designed to meet the financial goals of our clients as outlined by personally tailored Investment Policy Statements (IPS).

Fusion Investment Strategies (Conservative/Moderate/Aggressive)*

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).

Contact Sidoxia to schedule a virtual meeting or in-person consultation by calling (949) 258-4322.

*Historical performance figures may be furnished upon request.