Firm at a Glance
FIRM TYPE
Service Provider
LOCATION
Dallas, TX
Overview

PCP is a low-fee, quantitative, liquid-alternative robo-advisor offering quantitative hedge fund strategies for family offices, fund of funds, non-profits, and individual investors.

Our mission is to allow individual and institutional investors the opportunity to allocate a portion of their capital to the alternative asset class space while remaining as liquid and evidenced-based as possible and with the single-minded goal of improving their overall portfolio’s risk-adjusted return.

Our vision is to be the best fiduciaries and stewards of our client’s capital by always aligning our interests with theirs, maintaining a physician’s compassionate care of our clients’ situations, and by utilizing a framework of evidenced-based investing.

Our values are to treat clients with respect, to take the time to explain to clients until they are satisfied – understanding that they may not come from a financial background – and to provide a value-added financial product and service that we would want to invest in ourselves.

Our firm’s difference is that we bring the same powerful, statistical, evidenced-based research tools that’s used in medicine and port these tools over for use within the asset management industry to increase our odds for success.

Leadership
Phillip Guerra, Physician Capital Partners
Alt-Robo Portfolio Manager & Anesthesiologist with U.S. Anesthesia Partners
Charles Lewis Sizemore, CFA, Sizemore Capital
Chief Investment Officer at Sizemore Capital
Disclosures
Any tables, graphs or charts relating to past performance, whether hypothetical, simulated or actual, included in this website are intended only to illustrate the performance of indices, strategies, or specific accounts for the historical periods shown.
Disclaimer
Past performance does not guarantee future returns. Your investment with Physician Capital Partners may lose value. HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. ALSO, SINCE SIMULATED TRADES HAVE NOT BEEN EXECUTED, THE RESULTS MAY HAVE UNDER-OR-OVER COMPENSATED FOR THE IMPACT, IF ANY, OF CERTAIN MARKET FACTORS, SUCH AS LACK OF LIQUIDITY. SIMULATED TRADING PROGRAMS IN GENERAL ARE ALSO SUBJECT TO THE FACT THAT THEY ARE DESIGNED WITH THE BENEFIT OF HINDSIGHT. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFIT OR LOSSES SIMILAR TO THOSE SHOWN.