Charles Lewis Sizemore, CFA
Charles Lewis Sizemore, CFA is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment advisor based in Dallas, Texas, where he specializes in dividend-focused portfolios and in building alternative allocations with minimal correlation to the stock market.
Charles is a frequent guest on CNBC, Bloomberg TV and Fox Business News, has been quoted in Barron's Magazine, The Wall Street Journal and The Washington Post, and is a frequent contributor to Forbes, GuruFocus and MarketWatch.
He holds a master's degree in Finance and Accounting from the London School of Economics in the United Kingdom and a Bachelor of Business Administration in Finance with an International Emphasis from Texas Christian University in Fort Worth, Texas, where he graduated Magna Cum Laude and as a Phi Beta Kappa scholar.
Charles lives with his wife Maria Jose and three children – Charles, Ian and Gabriela – and enjoys regularly traveling to his wife's native Peru.
Latest articles by Charles Lewis Sizemore, CFA
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The 15 Best REITs for Retirement Income
REITs Few asset classes are better suited to retirement portfolios than real estate.
By Charles Lewis Sizemore, CFA Published
REITs -
Will Santa Claus Visit Wall Street This Year?
Markets Tax cuts are the biggest wild card that could make or break a year-end rally
By Charles Lewis Sizemore, CFA Published
Markets -
10 Stocks Whose Dividends Are at Risk
investing There’s an old saying that goes along with investing in dividend stocks: A bird in hand is worth two in the bush.
By Charles Lewis Sizemore, CFA Published
investing