Sizemo LLC

Sizemore LLC, based in Dallas, TX, is the home of Sizemore Capital Management LLC, led by Chief Investment Officer Charles Lewis Sizemore, CFA. Specializing in dividend-focused portfolios and tax-efficient alternative allocations with minimal correlation to the stock market, Sizemore Capital Management offers expert financial advice and management services.

Charles Sizemore is a well-respected figure in the investment community, appearing regularly on major financial news networks and contributing to reputable publications such as Barron’s Magazine and Forbes. With a strong educational background in finance and accounting from renowned institutions, Charles brings a wealth of knowledge and experience to his role as CIO.

Driven by a commitment to providing valuable insights and guidance to clients, Sizemore LLC distinguishes itself through a focus on income-producing stocks, real estate, and overseas markets. By staying abreast of demographic trends and their impact on economic factors, Sizemore Capital Management offers a comprehensive approach to financial planning and investment strategies.

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