Sidney Martinez Jr., CMT
Wealth Manager, Real Estate Broker in New York
Philosophy
The central theme uniting SidMar’s investment decisions is the philosophy of Dale Carnegie and the principles of fundamental business analysis, first formulated by Benjamin Graham (1894--1976) and then carried on by remarkable investors such as Warren Buffet and George Soros . Martinez is a stalwartly pupil of their successful views and expects to continue through a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework.
Furthermore, SidMar is a Chartered Market Technician in which he has taken a structured approach to the study of Technical Analysis. Through the study of Technical Analysis, SidMar makes market forecasts with the best risk/ reward ratio according to market conditions.
Private Wealth Manager
Principal of The SidMar Group, a wealth management team within the Investment Group at PFS Investments Inc., located in New York City. The team works closely with multiple generations of affluent and ultra-affluent families throughout the United States to discern their financial priorities and implement integrated strategies to advance their goals.
SidMar provides a multi-disciplinary approach that encompasses investment management, trust and estate planning services and real estate advisement through Manhattan Commercial Group Inc. We advise a number of second and third-generation client family members, helping them develop sound stewardships and a long-term perspective on wealth preservation and growth. Additionally, we are keenly interested in philanthropy, involving multiple generations in meaningful applications of wealth.
We offer a different approach to wealth management in which place a premium on client comfort and provide a confidential environment in which clients can feel at ease discussing their financial concerns. We are good listeners, and encourage a collaborative approach to goal setting and decision making. In a world of distractions and competing needs, we focus on clients; in-depth conversations are key building blocks of our approach.
SidMar invites individuals and families—as well as their tax and legal advisors—to learn more about the echelon of service, strategy, and coordination that our group can provide.
Specialties: We recognize that all financial issues are people-driven. We strongly believe that wealth management extends beyond b