Sizemore Capital Management
Financial ServicesTexas, United States2-10 Employees
Sizemore Capital Management LLC is a Registered Investment Advisory firm based in Dallas, Texas offering sophisticated investment planning and money management services to individuals and institutions.
Services offered include:
* 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