About

Sizemore Capital Management LLC is an independent 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

For more information about specific Sizemore Capital Management investment strategies, please see:

SCM Tactical Portfolio
SCM Strategic Portfolios 
SCM Sizemore Investment Letter Managed Account
 
Sizemore Capital Management values your privacy.  To view the company's Privacy Policies, please see:  
SCM Privacy Policies


About Charles Sizemore 

Charles Lewis Sizemore, CFA is the Chief Investment Officer of Sizemore Capital Management LLC and the founder and editor of The Sizemore Investment Letter, a monthly newsletter dedicated to finding superior investments backed by powerful macro trends. 

Mr. Sizemore has been a repeat guest on Fox Business News, has been quoted in Barron's Magazine and has been featured in numerous publications and financial websites, including MarketWatch, TheStreet.com, InvestorPlace, MSN Money, Seeking Alpha, Guru Focus, CBS Money Watch, Stocks, Futures, and Options Magazine, The Daily Reckoning, Benzinga, Minyanville, and Investment International. 

He is also the co-author, along with Douglas C. Robinson, of Boom or Bust: Understanding and Profiting from a Changing Consumer Economy (iUniverse, 2008).

Mr. Sizemore holds a master’s degree in Finance and Accounting from the London School of Economics in London, United Kingdom and a Bachelor of Business Administration in Finance with an International Emphasis from Texas Christian University in Fort Worth, Texas, where he graduated Magna Cum Laude and as a Phi Beta Kappa scholar.

Mr. Sizemore maintains the Chartered Financial Analyst (CFA) designation in good standing.

Prior to founding Sizemore Capital Management, Mr. Sizemore worked alongside best-selling financial author and economic strategist Harry S. Dent, Jr. in creating original research on the effects of changing global demographics on asset returns and economic growth and was a regular contributor to the HS Dent Forecast monthly newsletter and the HS Dent Blog—one of the most widely read financial blogs in the world.