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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
Talking Alternative Investments with Evanston Capital Management
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…
Sendero Investments
February 27, 2025
Articles
Casting for Returns: The Similarities of Investing and Bass Fishing
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…
Rodrigo Lopez, Partner | Director of Due Diligence
February 21, 2025
Videos
Monthly Market Recap: January 2025
In this video, Partner | Vice President Investments, Amaury de Barros Conti, provides a recap of what happened in the markets during the month of…
Amaury de Barros Conti, Partner | Vice President Investments
February 14, 2025
Articles
Philmont Journey – Part 1
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…
Amaury de Barros Conti, Partner | Vice President Investments
January 31, 2025
Investments
91 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
January 31, 2025
Videos
Merry Christmas and Happy New Year!
From our families to yours, we wish you a very Merry Christmas and Happy New Year!
Sendero®
December 23, 2024
Videos
2025 Bull-Bear-Base Scenarios
Join our Investment Team as they discuss our outlook on 2025 bull, bear, and base scenarios.
Sendero Investments
December 20, 2024
Articles
Tips for a Successful Year-End Financial Review
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…
Sendero®
December 12, 2024
Articles
Charitable Giving During the Holiday Season: Maximizing Your Impact
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…
Sendero®
November 22, 2024
Videos
2024 Presidential Election: How the Results May Impact the Market
The wait is over, and the results are in – Donald Trump has won the 2024 Presidential Election. Join our Investment Team as they provide…
Sendero Investments
November 8, 2024
Videos
Election Day 2024 – Let Your Voice be Heard
Today is Election Day, and we let our voices be heard at the ballot box. If you haven't already, we hope you'll take part in…
Sendero®
November 5, 2024
Wealth Podcast
This is Wealth – Living Life Richly: Episode 7
Episode 7 of our podcast, This is Wealth – Living Life Richly, is now available. In this episode of This is Wealth - Living Life…
Sendero®
October 16, 2024
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