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Wade Slome » Profile

Wade W. Slome, CFA, CFP® is President and Founder of Sidoxia Capital Management, LLC and published author of How I Managed $20,000,000,000.00 by Age 32. In addition, Mr. Slome is the media go-to resource - he has been seen on ABC News and quoted in the USA Today, New York Times, Dow Jones, Investor's Business Daily, Bloomberg, Smart Money, among other media publications. He is also publisher of the investment blog, InvestingCaffeine.com. Bloomberg identified him as the second youngest manager among the largest 25 actively-managed U.S. mutual funds in 2005.

Wade Slome holds an MBA from Cornell University with an emphasis in Finance. He earned a B.A. in Economics from UCLA. In addition, he holds the credentials of CFA (Chartered Financial Analyst) and CFP® (Certified Financial Planner). Mr. Slome managed one of the ten largest growth funds in the country ($20 billion in assets under management) at American Century Investments, and currently manages a hedge fund in addition to separate customized accounts for a selective client base at his firm (Sidoxia Capital Management, LLC) in Newport Beach, California.

Wade Slome's Company

Sidoxia Capital Management, LLC Sidoxia Capital Management, LLC is a fee-only Registered Investment Advisor (RIA), licensed in the State of California. In an ever-increasing world of financial complexity, Sidoxia’s mission is to provide clear and comprehensive financial management solutions to help facilitate the diverse, aspiring goals of individual and institutional clients.

Following extensive interviews and data gathering sessions, Sidoxia offers a broad array of financial planning and investment management solutions tailored to the unique needs and demanding requirements of our clients. We believe our commitment to tax-efficiency and competitive fee-structures differentiates our partnership philosophy and meshes with the wealth accumulation, protection, and distribution goals of our clients.

Our integrated approach to financial planning provides clients with a dedicated, experienced Sidoxia professional to coordinate the major planning disciplines necessary to anticipate and adapt to changing circumstances. When clients require advice outside our sphere of expertise, we will provide non-commission based referrals to trusted professionals whom we have personally screened.
Visit http://www.Sidoxia.com »
Company Contact Details
Phone Number:
949-258-4322
Email Address:
info@Sidoxia.com
Location:
California; USA
Web URL:
http://www.Sidoxia.com

Wade Slome's Blog

Investing Caffeine Investing Caffeine will wake up your investment brain by tackling the complex issues of investing and financial planning, with the goal of educating and entertaining your mind.
Visit http://investingcaffeine.com »

Wade Slome's Book

How I Managed $20,000,000,000.00 by Age 32 Book excerpt: "What a wild ride it has been. From trading penny stocks in high school stock market competitions after the 1987 Crash , to trading billions of dollars whilst elbowing with the likes of Eric Schmidt (CEO of Google), Jeff Bezos (CEO of Amazon), and John Chambers (CEO of Cisco Systems)...I have seen it all. There is no playbook for managing billions of dollars, starting your own investment firm, and running a hedge fund. My life story has been rather circuitous, taking me everywhere from California to New York and from Australia to China along the way. I even took a nine year pit-stop in America s heartland, where I managed a $20,000,000,000.00 fund at American Century Investments. As a freshly minted MBA grad from Cornell University in 1998, I never expected in my wildest dreams to land on one of the 10 biggest funds in the U.S. America, what a great place to live! My journey eventually sucked me back towards the Pacific Ocean, where I now lead my investment practice in Newport Beach, California. The opening of market trading hours at 6:30 a.m. is not ideal out here on the West Coast, but sleep is overrated I can rest in the afterlife."
Visit http://www.amazon.com/How-Managed-000-000-00-Ag... »
Articles by Wade Slome »
Snapshot
  • Portfolio manager
  • Trading frequency: Infrequent
Interests:
  • Bonds
  • Dividends & Income
  • ETFs
  • Mutual Funds
  • Options
  • Real Estate and REITs
  • Retirement Savings
  • Stocks - long
  • Stocks - short
  • Tech Stocks