Sequoia Financial Group believes a strong and organizationally committed investment process is paramount to our success in investing and delivering sophisticated investment solutions to a select client base.

Investment Philosophy

Our investment philosophy is a set of core principles focused on doing what is right for our clients:

Number 1Investment portfolio construction that meets client objectives is our ultimate benchmark and we take great care in analyzing and assessing potential capital appreciation as well as risk of loss.


Absolute investment performance is not our goal, but rather an intense focus on superior investment performance with less-than-commensurate risk and the perennial importance of capital preservation.


Active investment management will achieve highly favorable returns over full market cycles by utilizing a combination of acute asset allocation, proper portfolio diversification, and rigorous fundamental investment selection.

No.4Volatility is not risk, but rather risk is the potential to lose money; assessing valuation and upside potential is a primary function and requires a dynamic and recalibrating investment process.

Investment Committee

The Sequoia investment process is the execution of the firm’s investment philosophy through thoughtful and disciplined client portfolio decision making. The investment process is not static but rather an organic, evolving framework for both strategic and tactical investment ideas and portfolio action. The heart of the process is an investment committee led by the firm’s Chief Investment Officer and made up of advisors who are informed through focused strategic investment and macroeconomic research.  The members of the committee are encouraged to share their ideas while being intellectually challenged by others.

Methodology: Sequoia Strategic Investment Outlook

Portfolio construction is guided by our Sequoia Strategic Investment Outlook (SSIO), a rigorously applied, top-down methodology for continuously examining our asset allocation and global diversification investment strategy. This methodology necessitates a detailed understanding of past, present, and future global macroeconomics, equity and fixed income markets, geopolitical machinations, and socioeconomic trends.

Our understanding and interpretation of these subjects is rooted in the corollaries that future forecasting is, at best, unreliable, and most investment world phenomena are cyclical. As a result, risk aversion is an essential component of the SSIO investment process:

  • Approach all investments with caution and skepticism
  • Perform thorough due diligence with conservative assumptions
  • Demand significant upside potential for the acceptance of risk

The SSIO methodology yields top-down insights, which, in turn, create a framework of key investment areas. We use this framework to guide our proprietary, in-depth research to make informed high conviction investment selections for tailored client investment portfolios.


The goal of the Sequoia investment process is to be opportunistic and responsive to perpetually changing investment scenarios in order to generate superior investment performance with less-than-commensurate risk through all markets, both good and bad.


Our investment process is put into practice by designing client investment portfolios that fulfill wealth planning goals, objectives, and expectations. We select from a wide range of investment solutions to determine which are appropriate for you and your asset allocation strategy.

Our recommendations are based on what is best for clients’ particular situation and risk tolerances, not ours.