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

Four Years Already!

September 9, 2020

Four years ago, I decided to leave the firm that I had founded 40 years earlier and founded Sicart Associates with the three partners who joined me in this adventure. Many friends were skeptical: why would I want to leave the successful money management firm I had created, now with ample assets under management, to start a tiny boutique with no name (except mine, but this was the idea of my co-founders) and younger partners who had yet to establish their reputations?
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Is passive index investing right for you?

September 3, 2020

This article has been a few months in the making, but it wasn’t until a comment from one of the readers that I realized it might be a good time to go ahead, finish it, and share it with you. The reader is a seasoned investor who worked with family offices on both sides of the Pacific, and his reaction to my recent article – Future-proof portfolio: does it even exist? – was: “How does passive index investing fit in the picture?” --- So here are my thoughts on the topic.
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Beyond The Headlines

An Apple, A Plague, and A Bubble

September 17, 2020

I imagine that almost everyone has heard the story of young Isaac Newton watching an apple fall from a tree, which inspired his theory of gravity. A story he shared himself in his memoirs. I will guess that a few would know that he was home at the time, away from school due to a plague going around. And I can bet that even fewer know that the same Newton made some money, but lost a fortune in a stock bubble of his time!
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Boring Stocks for Exciting Times

August 27, 2020

Recently we had the pleasure of hosting an investment idea Zoom call. Normally, we’d have an intimate “idea lunch” in our Manhattan high-rise overlooking Central Park and the Hudson River. This time, our team and a number of guests (friends of the firm) all tuned in from around the country and as far abroad as Mexico and Bermuda! Only their backgrounds of trees outside the window, beautiful bookshelves, and nautically themed paintings could reveal where they might be. Among the stocks we discussed, we came up with some interesting ideas that we call boring stocks for exciting times.
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