Long Term
Low Cost
Tax Efficient
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.