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Why Sendero
®
What Makes Us Different
People
What Matters to You
Discovery
Maintaining my lifestyle
Preparing for the next phase of life
Family Engagement
Preparing each generation for the future
Educating my kids about money
Foundations & Philanthropy
Teaching my family to give
Charity is important to me
Family Office
Simplifying my life
Organizing my assets and planning for the future
The Women’s Initiative
Empowering women to achieve financial freedom
Working with other women
Investments
Unbiased and personalized financial advice
Accessing investment that work for me
Individuals | Families
Institutions
People
Insights
Contact
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Videos
AI and the Stock Market
What does the stock market think about Artificial Intelligence? How does it impact the industry? Discover more about how AI relates to the stock market…
Tyler Davies, Partner | Investment Advisor
March 14, 2024
Videos
Monthly Market Update: February 2024
In this video, we provide a recap of what happened in the market during the month of February.
Kayla Threet, Marketing Coordinator
March 7, 2024
Videos
Women’s History Month
At Sendero®, we firmly believe in promoting women. As a woman-run registered investment advisory firm, we have created a program for women designed to help…
Elizabeth Flavin Crawford, Partner | CEO
March 1, 2024
Investments
90 Reasons Why People Did Not Invest in the Stock Market
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…
Sendero Investments
February 22, 2024
Videos
Preparing Your Family to be Good Stewards
Talking to your family about stewarding your wealth can be complex. Discover more about preparing your family to be good stewards in this video.
Scott R. McMillian, CPA, CFP®, Partner | Chairman
February 14, 2024
Videos
Monthly Market Update: January 2024
In this video, we provide a recap of what happened in the market during the month of January.
Amaury de Barros Conti, Partner | Vice President Investments
February 14, 2024
Videos
The Importance of Financial Conversations
With tax season upon us, it is a great time to review last year’s finances with your spouse and look ahead at this year’s goals.…
Elizabeth Flavin Crawford, Partner | CEO
February 7, 2024
Videos
3 Tips for Household CFOs
For many households, it’s common to have a “CFO Spouse” who loves to discuss all things financial and a “Non-CFO Spouse” who may not love…
Tyler Davies, Partner | Investment Advisor
January 31, 2024
Videos
Investing vs. Gambling
Some people may argue that investing and gambling are one in the same. However, investing shows an expected positive return over time whereas gambling does…
Edward A. Hart, Partner | Chairman
January 25, 2024
Videos
2024 Bull-Bear Forecast
In this video, our Investment Team provides a 2023 year-end review and an outlook on 2024 bull, bear, and base case scenarios.
Sendero Investments
January 19, 2024
Videos
Common Financial Topics of Discussion
As we speak to many different people over the course of the year, there are often certain topics interest that are common in our discussions.…
Scott R. McMillian, CPA, CFP®, Partner | Chairman
January 19, 2024
Videos
Life is a Journey
The journey of life is made up of many ups and downs, and how we handle them can be challenging. Liz chooses to celebrate the…
Elizabeth Flavin Crawford, Partner | CEO
January 10, 2024
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