Broker Check

Overview:
Sidoxia provides financial services in order to grow and preserve our clients’ capital. We do this through:

Advice:
We advise clients in all aspects of their financial plan. This includes establishing a clear financial vision, creating goals and implementing a measurable plan of action.

Investments:
We create diversified portfolios that are risk-adjusted for each client according to their goals and objectives.

Management:
We preserve and grow assets for high-net-worth individuals, corporations and foundations.

Co-Invest:
We co-invest our personal money in the same investments our clients are invested in.