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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 feature
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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Investments
The Market in a Presidential Election Year
The new year brings all kinds of forecasts and predictions, especially a year with a presidential election. We enter this decade in the longest bull…
Kayla Threet, Marketing Coordinator
January 31, 2020
Investments
Tactical Asset Allocation – December 2019
This report reflects the current opinions of the Sendero Investment committee on various asset classes used or considered for client portfolios versus their strategic allocation.…
Kayla Threet, Marketing Coordinator
January 7, 2020
Investments
Current Political Trends Impacting the Market
The newest member of the Sendero Partners strategy team, Patrick Kenary, shared his insights on the global economy, the markets and politics. Here are a…
Kayla Threet, Marketing Coordinator
December 10, 2019
Investments
What happens next after the longest bull market in history?
We are officially in the longest bull market in history and know that market rallies can’t be sustained forever. So, what happens next? There are…
Kayla Threet, Marketing Coordinator
September 6, 2019
Investments
Tactical Asset Allocation – July 2019
Every quarter we publish the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic…
Kayla Threet, Marketing Coordinator
August 9, 2019
Investments
The Most Important Week of the Year
Written By: Amaury de Barros Conti The past week was labeled the most important week of the year. It did not disappoint. The first Fed…
Kayla Threet, Marketing Coordinator
August 7, 2019
Investments
Investment Check-In and Summer Check-out
Since recovering earlier this year, oil prices have vacillated between $50 and $65. Concerns over supply from Iran and Venezuela have turned to concerns over…
Kayla Threet, Marketing Coordinator
June 28, 2019
Investments
Tactical Asset Allocation – March 2019
Every quarter we publish the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic…
Kayla Threet, Marketing Coordinator
April 30, 2019
Investments
Tactical Asset Allocation – December 2018
Every quarter we publish the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic…
Kayla Threet, Marketing Coordinator
January 15, 2019
Investments
Tactical Asset Allocation – September 2018
Every quarter we publish the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic…
Kayla Threet, Marketing Coordinator
October 18, 2018
Investments
How Active Is Your Passive ETF?
At Sendero, we believe in combining passive and active strategies in overall portfolio construction, and while fees are an important factor, cheaper is not always…
Kayla Threet, Marketing Coordinator
August 15, 2018
Investments
How Does Your Cash Stack Up?
Do you know if your bank is offering competitive interest rates? If not, you might want to ask and find out how their rates compare. Sendero…
Kayla Threet, Marketing Coordinator
August 7, 2018
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