Sizemore Capital Management is a fee-based Registered Investment Advisory firm based in Dallas, Texas offering investment planning and money management services to individuals, families and institutions. The firm builds and manages customized portfolios designed to preserve and grow clients’ wealth, and serves as investment adviser to a suite of private funds. Sizemore also provides wealth management and advisory services to high net worth individuals, family offices and institutional investors. Their services include traditional money management, liquid alternative strategies and full-service wealth management, with primary focus on absolute-return strategies with low correlations to the traditional equity markets.
Sizemore Capital Management Services offer:
Money Management and Asset Allocation strategies
Managed Accounts, Stocks, Bonds, Mutual Funds, ETFs
Custom Portfolios for High Net Worth Individuals
Retirement Planning: IRAs, Roth IRAs, SEP and SIMPLE IRAs, 401(k) plans, 401(k) rollovers
Educational Planning: Educational Savings Accounts (ESAs), 529 Savings Plans
Tax Planning / Income Tax PreparationÂ
Accredited Investor Services
Small Business Consulting
Investment solutions for expatriate investors and foreign nationals