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Sidoxia Capital Management, LLC

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2901 W.●●●●●●●Highway

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Slome, Wade

2901 W.●●●●●●●Highway

Newp●●●●each , CA, 92663

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ws●●●●@Sidoxia.com

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Slome, Wade

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Sidoxia Capital Management, LLC | sidoxia.com Reviews
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Investment Management Services Overview
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5 Financial Planning
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10 Hedge Funds
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the firm,sidoxia story,what we value,investment team,community,services,services overview,client offerings,hedge fund,faqs,our process,investment approach,videos,blog,featured tweet,books,speaking events,tv radio interviews,about sidoxia,our philosophy
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Sidoxia Capital Management, LLC | sidoxia.com Reviews

https://sidoxia.com

Investment Management Services Overview

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1

Our Investment Model | Sidoxia Capital Management

http://sidoxia.com/portfolio-item/our-philosophy

Videos & Blog. Media & Books. 8211; – Main menu – –. Videos & Blog. Media & Books. In this video, Sidoxia’s research methodology is examined through the firm’s proprietary investment model (SHGR – Sidoxia’s Holy Grail Ranking). Click here for Sidoxia’s entire video series. 2013 Sidoxia Capital Management, LLC.

2

Sidoxia Story | Sidoxia Capital Management

http://sidoxia.com/about-us/sidoxia-story

Videos & Blog. Media & Books. 8211; – Main menu – –. Videos & Blog. Media & Books. The greatest leaders and innovations in history have been created by optimists. Our firm name, Sidoxia, is inspired by the Greek word for optimism. For every problem there is an 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. 2013 Sidoxia Capital Management, LLC.

3

Sidoxia Company Values and Mission

http://sidoxia.com/about-us/what-we-value

Videos & Blog. Media & Books. 8211; – Main menu – –. Videos & Blog. Media & Books. We are fee-only and therefore able to provide objective and candid advice and solutions that we believe are truly in the best interest of our clients. Commission-based compensation structures employed by other financial institutions often introduce conflicts of interest between clients and their advisor. Superior Returns Are More Than Statistics and Bragging Rights:. Integrity, Honesty and Transparency:. We maintain high e...

4

Our Community | Sidoxia Capital Management

http://sidoxia.com/about-us/our-community

Videos & Blog. Media & Books. 8211; – Main menu – –. Videos & Blog. Media & Books. Although client interests remain our core focus at Sidoxia, all dedicated employees devote a portion of their time and financial support towards philanthropic activities of their choice. Sidoxia is committed to meeting its social responsibilities in the community. Sidoxia's key non-profit partners include the following:. Mental Health Association of Orange County. Board of Directors (2009-Present).

5

Investment Team | Sidoxia Capital Management

http://sidoxia.com/about-us/investment-team

Videos & Blog. Media & Books. 8211; – Main menu – –. Videos & Blog. Media & Books. Contact Number: (949) 258-4322. Wade W. Slome, CFA, CFP. Before joining American Century Investments in 1998, Wade worked as a Research Analyst at William O'Neil and Company, Inc. from 1993 through 1996. Wade earned a master’s degree in business administration with a concentration in finance from Cornell University (1998) and a bachelor’s degree in economics from the University of California, Los Angeles (1993). Prior to j...

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CIFmarketplace - Our Partners & Team Members

http://www.cifmarketplace.com/partners.html

Our Partners and Team Members. Alliance Trust Company is a full-service, independent trust company in Reno, Nevada. Formed in 2005, the team of professionals at Alliance Trust has over 80 years of combined experience. As a firm established by independent advisors, for advisors, they offer flexible trustee services to varied allied professionals locally, regionally, and nationally. Centier RetireRight provides exactly the right solution for both the participant and the plan sponsor. Our founder recognized...

investingcaffeine.com investingcaffeine.com

Investors Take a Vacation | Investing Caffeine

https://investingcaffeine.com/2015/08/03/investors-take-a-vacation

Investors Take a Vacation. August 3, 2015 at 10:51 am. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (August 3, 2015). Subscribe on the right side of the page for the complete text. Chinese Investors Suffer Heat Stroke. Despite gains for U.S. stocks in July, the overheated Chinese stock market. 8221; is the question, “What will happen to the Chinese stock economy? 8221; which has been on a perennial slowdown of late. Nevertheless, China has ...

investingcaffeine.com investingcaffeine.com

Playing the Field with Your Investments | Investing Caffeine

https://investingcaffeine.com/2015/08/09/playing-the-field-with-your-investments-2

Playing the Field with Your Investments. August 9, 2015 at 12:33 pm. For some, casually dating can be fun and exciting. The same goes for trading and speculating the freedom to make free- wheeling, non-committal purchases can be exhilarating. Unfortunately the costs (fiscally and emotionally) of short-term dating/investing often outweigh the benefits. Charles Ellis shared these thoughts on relationships with mutual funds:. No relationship comes without wild swings, and stocks are no different. If you...

investingcaffeine.com investingcaffeine.com

Digesting Stock Gains | Investing Caffeine

https://investingcaffeine.com/2015/06/01/digesting-stock-gains

June 1, 2015 at 12:31 pm. This article is an excerpt from a previously released Sidoxia Capital Management complementary newsletter (June 1, 2015). Subscribe on the right side of the page for the complete text. The profits have been sweet, but not everyone has been at the table gobbling up the gains. And with success, always comes the skeptics, many of whom have been calling for a decline for years. This begs the question, “Are we in a stock bubble? 8221; I think not. See New Home Sales chart. Besides ho...

investingcaffeine.com investingcaffeine.com

Get Out of Stocks!* | Investing Caffeine

https://investingcaffeine.com/2014/06/07/get-out-of-stocks

Get Out of Stocks! June 7, 2014 at 9:40 pm. Get out of stocks! Why the asterisk mark (*)? The short answer is there is a certain population of people who are looking at alluring record equity prices, but are better off not touching stocks I like to call these individuals the sideliners . The sideliners are a group of investors who may have owned stocks during the 2006-2008 timeframe, but due to the subsequent recession, capitulated out of stocks into gold, cash, and/or bonds. Barry Ritholtz, editor of Th...

investingcaffeine.com investingcaffeine.com

Questioning the Death of Buy & Hold Investing | Investing Caffeine

https://investingcaffeine.com/2010/09/17/questioning-the-death-of-buy-hold-investing

Questioning the Death of Buy and Hold Investing. September 17, 2010 at 1:26 am. In the midst of the so-called Lost Decade. And supercomputers, the speed of trading has only accelerated further to milliseconds, microseconds, and even nanoseconds. Pretty soon B&H will be considered buying a stock and holding it for a day! Average mutual fund turnover (holding periods) has already declined from about 6 years in the 1950s to about 11 months in the 2000s according to John Bogle. The Death of Equities. With al...

investingcaffeine.com investingcaffeine.com

Don’t Be a Fool, Follow the Stool | Investing Caffeine

https://investingcaffeine.com/2014/12/13/dont-be-a-fool-follow-the-stool

Don’t Be a Fool, Follow the Stool. December 13, 2014 at 10:00 am. As it relates to my firm, Sidoxia Capital Management, our investment process is premised on four key tenets. Much like the four legs of a stool, the following principles provide the foundation for our beliefs and outlook on the mid-to-long-term direction of the stock market:. Why are these the key components that drive stock market returns? Let’s dig a little deeper to clarify the importance of these factors:. It’s the Earnings, Stupid.

investingcaffeine.com investingcaffeine.com

Supply & Demand: The Key to Oil, Stocks, and Pork Bellies | Investing Caffeine

https://investingcaffeine.com/2015/07/25/supply-demand-the-key-to-oil-stocks-and-pork-bellies

Supply and Demand: The Key to Oil, Stocks, and Pork Bellies. July 25, 2015 at 4:31 pm. Commodity prices, including oil, are crashing according to the pundits. And fears are building that this is a precursor to another stock market collapse. Are we on an irreversible path of repeating the bloodbath carnage of the 2008-2009 Great Recession? And the boom in U.S. oil production due to new fracking technologies (see chart below), have arguably had a larger negative impact on the more than -50% deterio...If we...

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Supply & Demand: The Lesson of a Lifetime | Investing Caffeine

https://investingcaffeine.com/2015/01/19/supply-demand-the-lesson-of-a-lifetime

Supply and Demand: The Lesson of a Lifetime. January 19, 2015 at 7:11 pm. Between all the sporting events, road trips, and parties, I had a difficult time balancing my academic responsibilities just like any other college student. Nonetheless, after a few jobs and a few decades post my graduation, it is refreshing to see my economics college degree was able to teach me one valuable lesson”supply and demand” actually works. Another asset class heavily impacted by volatile supply-demand dynamics has been t...

investingcaffeine.com investingcaffeine.com

Greece: The Slow Motion, Multi-Year Train Wreck | Investing Caffeine

https://investingcaffeine.com/2015/07/03/greece-the-slow-motion-multi-year-train-wreck

Greece: The Slow Motion, Multi-Year Train Wreck. July 3, 2015 at 5:01 am. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (July 1, 2015). Subscribe on the right side of the page for the complete text. 8211; approximately $350 billion in dollars) and subsequently exit the 19-member eurozone. Currency membership (a.k.a.,”Grexit”). Source: MoneyMorning.com and CNN. And who can blame the Greeks for being a little grouchy? 8220;Perspective People”.

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Videos & Blog. Media & Books. 8211; – Main menu – –. Videos & Blog. Media & Books. Sidoxia Capital Management, LLC is a full service investment management and advisory firm that provides a wide range of financial services to high-net-worth individuals, family trusts and institutions. Learn More →. Since Sidoxia is a fee-only advisory firm, we are able to provide objective and candid advice. We believe this model aligns with the best interests of our clients. Learn more →. Experience You Can Depend On.

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