Financial and Investment Advisors to Families

In a financial world where clients have become mere account numbers, and the new emphasis rests on mass-marketing investment products and gathering “Assets Under Management,” we continue to deliver the attentive personal service of a knowledgeable and dedicated family advisor.

We believe that we are better investors because of our heritage as advisors to families and the long-term perspective it requires, and we are better family advisors because we possess the deep understanding and experience of real-life, active investing.

Articles

Money you don’t need, money you can’t lose

May 21, 2020

The stock market recently endured one of the fastest-ever sell-offs, which was followed rapidly by one of the speediest rallies we’ve seen, likely prompting many investors to rethink their investment philosophy. Here at Sicart, we have always seen investment capital as both the money our clients don’t immediately need, and money they can’t ever lose.
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Becoming Remote

May 14, 2020

About a year and a half ago, in Gran Canaria, Spain, I had the great pleasure of addressing a large audience of remote workers and digital nomads from around the globe. The event was organized by my friend Nacho Rodriguez, a restless entrepreneur and founder of Nomad City. The venue was a modern glass-walled lecture hall overlooking the brilliantly blue Atlantic Ocean. At that time, I had no way of knowing that soon enough, I would pack up my laptop, take an Uber home, and not return to the office for a long while.
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Beyond The Headlines

Power out, lights out!

May 8, 2020

Whenever I speak about investing to audiences across the country and around the globe, there is a question that almost always comes up. For years now, I’ve been asked about the 2008/2009 financial crisis. Someone in the audience usually wants to know what I was thinking at the time and how investing felt in those days. In the coming years, if anyone asks me how March 2020 felt, I have my answer ready– power out, lights out!
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A sprint, a marathon or a very long hike

April 28, 2020

As I’m sitting today on the porch of a tiny rustic cabin situated next to a creek in thick woods, just a short walk from the Appalachian Trail (a 2,200-mile (3,500 km) hiking trail, the longest in the world, that stretches along the Eastern United States from Springer Mountain in Georgia to Mount Katahdin in Maine), I start to think about the sprints, the marathons, and the very long hikes in life and in investing.
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