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Sizemore Capital Management Careers in Dallas, TX

Sizemore Capital Management
  • Founded

    2008

  • No. of Employees

    Myself Only

  • Industry

    Finance / Insurance

  • Type

    Privately Held

About Sizemore Capital Management

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

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