ASSET MANAGEMENT
We define our success by your success. Our Investment Research team develops custom portfolio solutions using diverse asset classes, built around delivering you results.
Evidence-backed and driven by the science of capital markets.
Our investment approach is 100% independent and we use an open-architecture investment process, meaning we select investments solely based on the best interest of our clients.
Our data-driven process seeks to identify and continually evaluate the investment landscape for practical, value-additive solutions. We seek to optimize controllable variables, such as fees, taxes, diversification, and risk-management.
Low Cost in Efficient Markets
In competitive markets where the ability to outperform is limited, we opt for lower-fee investments.
Tax-Efficient*
Our goal is to maximize your after-tax wealth within risk constraints. Tax efficiency is a core part of how we manage your portfolios.
*The tax and estate planning information offered by the advisor is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax preparation is done by a 3rd party and not Sequoia Financial Group.
Active in Inefficient Markets
We believe markets are not perfectly efficient, and we seek out pockets of the investments universe where active management has demonstrated the ability to add excess performance.
Smart Diversification
We diversify across the global investment landscape by asset class, country, sector, style, liquidity, and other factors.
2025
Barron's 30th Top
Financial Advisor*
In September 2025, Sequoia placed 30th on the Barron's list for 2025. Barron's weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based off a 102-question survey. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities. No fees in any years awarded were paid or incurred to receive this recognition. $53,658 has been spent to promote the 2025 award in marketing collateral. To view the full Barron's rankings, visit: https://www.barrons.com/advisor/report/top-financial-advisors/ria/2025
$32 B
Assets Under
Management
as of 12/31/2025
Investment Research Insights
Stay ahead of the curve with valuable insights from our Investment Research team. Dive into topics like market trends, portfolio optimization, and risk assessment. Our in-depth analysis and strategic insights are designed to provide you with a comprehensive understanding of investment dynamics.
Alternative investments generally possess risks greater than the risks of traditional investments. Risks such as: market risk, conflict of interest risk, higher fees, liquidity risk, less regulation, default risk, counter party risk, leverage risk, interest rate risk, manager risk, market timing risk, short-selling risk, diversification risk, and foreign exchange risk. Alternative investments are often more volatile than traditional investments such as stocks and bonds.
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Whether you’re just starting out, passing down your business or retiring in search of new adventures, we stay with you every single step of the way. Let's get started.
