Sizemore Capital Management

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 Preparation 

  • Accredited Investor Services

  • Small Business Consulting

  • Investment solutions for expatriate investors and foreign nationals