Insights

While retaining her role as Chief Financial Officer, Kristina was recently named Vice President Estate & Tax, where she serves as an in-house advocate for…

In this video, Partner | Vice President Investments, Amaury de Barros Conti, provides a recap of what happened in the markets during the month of…

Service and Family are two of Sendero’s Core Values. Partner and Vice President of Investments, Amaury de Barros Conti, regularly demonstrates those values through his…

Our Partner and Chief Strategist, Dr. John B. Rowsell sits down with Evanston Capital Management’s Founding Partner, CEO, and CIO, Adam Blitz to talk about…

Investing and bass fishing may seem like distant cousins, at best Yet at second glance, they are more alike than what meets the eye. Curious…

In this video, Partner | Vice President Investments, Amaury de Barros Conti, provides a recap of what happened in the markets during the month of…

Service and Family are two of Sendero’s Core Values. Partner and Vice President of Investments, Amaury de Barros Conti, regularly demonstrates those values with his…

In this document, we examine why people did not invest in the stock market over the last 90 years and provide you with one good…

From our families to yours, we wish you a very Merry Christmas and Happy New Year!

Join our Investment Team as they discuss our outlook on 2025 bull, bear, and base scenarios.

As the year draws to a close, it's the perfect time to take a step back and review your financial situation. In this article, we…

The holiday season is a time of joy, reflection, and generosity. It's a great opportunity to engage in charitable giving, not only to spread cheer…