If you are a wealth manager or financial advisor looking for outside money management, Sizemore Capital Management has options for your clients. Your time is valuable, and by entrusting us with the management of your clients’ accounts, you are able to spend more of your time doing what you do best: Building relationships with current and future clients.
Sizemore Capital Management can create customized separately managed accounts (SMAs) for your clients, focusing on dividends and the generation of current income. We also specialize in institutional-quality alternative assets.
As the primary advisor, you manage the client relationship. And as independent managers, we can generally manage client accounts at the custodian of your choice.
If you use Interactive Brokers as a custodian, we are available via the Money Manager Marketplace.