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SEC Registered Fiduciary
Founded by a Military Veteran & 9/11 Family Member
Proudly Serving Veterans · First Responders · 9/11 Families · Healthcare Workers
Updated Quarterly

Institutional Research & Analysis

Direct Insights. Fiduciary Transparency.

Every quarter, we share exactly what we own, why we own it, and what it means for your financial future. No jargon. No spin. Just the actionable intelligence you need to protect and grow your legacy.

What We Cover

Our research is designed for one purpose: to give you the clarity needed to make informed decisions. We skip the clickbait and focus on the real-world forces shaping your returns, delivering practical insights written by the same fiduciaries managing your capital.

Market Structure Analysis

We analyze the structural forces shaping investment returns -- from passive fund concentration and AI-driven economics to the impact of $37T in national debt on asset valuations.

Portfolio Transparency

Each issue includes named holdings, performance attribution, and the rationale behind every position change -- from ASML and Alphabet to digital assets and infrastructure.

Economic Outlook

Forward-looking analysis on interest rates, inflation, credit conditions, and sector rotation -- translated into clear portfolio implications for the next 12 to 36 months.

Research Assistant Updates

Regular updates on the $11.4B MDL #1570 case -- court filings, valuation disputes, priority of claims framework, and strategic considerations for claimants.

Legislative Updates

Tax law changes, estate planning shifts, first responder health programs, and veteran benefit updates -- broken down in plain language with specific action steps.

Our Philosophy

Why We Publish

Most advisory firms keep their investment research proprietary. We take the opposite approach. Sirmium Capital publishes our full investment rationale, named holdings, and performance attribution because the families we serve deserve radical transparency. When a first responder reads our newsletter, they should understand exactly why we own each position and how it fits into the broader portfolio strategy designed to protect their legacy.

This commitment to openness extends to our coverage of civic issues affecting the 9/11 Families — from the status of the James Zadroga 9/11 Health and Compensation Act reauthorization, to the USVSST fund distribution calendar, to the evolving Bitcoin recovery case that could deliver billions in additional compensation to families with wrongful death judgments. Our newsletters are free, archive-accessible, and written by the same fiduciary team that manages our clients' portfolios.

Why Independent Research Matters

The 9/11 community faces a unique information challenge. Settlement fund updates, legislative developments affecting the Zadroga Health and Compensation Act, VCF claim processing timelines, and the multi-billion dollar Bitcoin recovery litigation all generate news that directly impacts financial planning decisions. Yet most of this information is scattered across federal court dockets, congressional committee reports, and legal filings that families rarely have time to monitor.

Our newsletter fills this gap by distilling complex legal and financial developments into actionable intelligence. Each edition is written by the same fiduciary advisory team that manages client portfolios — not a marketing department or third-party content provider. This means every analysis is grounded in the practical implications for family wealth, not abstract market commentary.

We publish after every significant development — typically two to four times per month. Subscribers receive coverage of USVSST distribution announcements, VCF Special Master decisions, Bitcoin case docket activity in the Southern District of New York, and legislative actions that could affect benefit eligibility or tax treatment. The newsletter archive is publicly accessible because we believe informed families make better financial decisions, whether or not they are Sirmium Capital clients.

Clarity Starts with a Conversation

Our research is designed to be actionable, but every family's situation is unique. Schedule a private consultation to discuss how these insights apply to your financial roadmap.

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