SIDOXIA'S STORY
The greatest leaders and innovations in history have been created with the help of optimism. Our firm name, Sidoxia, is inspired by the Greek word for optimism. For every problem there is a corresponding 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.
Sidoxia was founded by Wade W. Slome, CFA®, CFP® in 2008 in Newport Beach, California. Having managed a $20 billion mutual fund and worked in the industry for more than thirty years, Mr. Slome’s extensive experience and credentials allow him to provide institutional-quality service to all clients.
The optimistic theme underlying Sidoxia’s name also stems from Mr. Slome’s older brother, who earned an academic award for being the “Most Optimistic” before he succumbed to complications related to his mental illness.
Investing
Proprietary Investment Process Utilizing Low-Cost, Long Term, Tax Efficient Strategies
Financial Planning
Independent, Fee-Only Fiduciary We'll Get You From A to B and Everywhere In-between
401(k) Retirement Services
Superior Savings and Tax Deferral Strategies for Owners and Their Employees
Sidoxia President Wade Slome Featured Nationwide
Sidoxia President and Founder Wade Slome, CFA, CFP was featured on LiveNow by Fox this week. As a major though leader in the investment community, Wade discussed the Israeli conflict in Gaza and possible impacts on global economic activity.
Maximizing Gains and Minimizing Taxes in a World of AI
The weather may be cold during winter, but stocks were scorching hot last month, fueled in part by the surge in performance from AI.
Quickly Out of the Gate
As money sloshes around the world, the 2024 investing race has a long way before it’s over, but at least the stock market has quickly gotten out of the gate and built a small lead.
This Baby Bull Has Time to Grow
This new bull market had a great start in 2023, but in historical terms, it is only a baby. Time will tell if 2024 will make this baby cry, but whatever the market faces, declining inflation and interest rates should act as a pacifier.
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