Strategic Partners

Cohen & Company, Ltd.

Cohen & CoFocused exclusively on private enterprise and entrepreneurs for more than 30 years, Cohen & Company offers a full range of accounting, tax, business and consulting services. Their proactive service and planning approach is delivered through a dedicated group of employees who truly understand what it means to operate a business. Cohen & Company shares common, not similar, ownership with Sequoia Financial Group. This relationship provides access to a tremendous technical resource as it relates to tax planning and, where appropriate, synergy in the coordination of client service.

www.cohencpa.com

Schwab Institutional

Charles SchwabSchwab Institutional is a leading provider of custodial, operational and trading support for independent fee-based investment advisors. As of April 30, 2011, Schwab Institutional’s total client assets custodied stood at $1.7 trillion. As custodian for our clients’ assets, Schwab Institutional helps us deliver a state-of-the-art asset management solution. They also offer Sequoia’s planners access to a comprehensive range of research, tools and resources.

www.schwabinstitutional.com/public

ValMark Securities, Inc.

ValMark Securities, Inc.A full service Broker/Dealer with strengths in insurance and securities, ValMark Securities is based in Akron, Ohio and is registered to conduct business in all 50 states. As Sequoia’s Broker/Dealer, all of our commission-based securities business is through ValMark. The firm is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investors Protection Corporation (SIPC).

www.valmarksecurities.com

Algonquin Advisors

Algonquin AdvisorsAlgonquin Advisors is a leading and innovative independent investment counselor. Located in Greenwich, Connecticut, the firm is an employee-owned Registered Investment Adviser. Algonquin provides Sequoia’s Investment Committee with institutional-level research in order to assist with strategic portfolio decisions for the firm and its clients.

www.algonquinadvisors.com

Service Principles

Integrity

Always strive to do the right thing. When in doubt about what path that should take, simply reflect on what you would like to have done to you.

Proactivity

Anticipate your clients’ and co-workers’ wants and needs and then take the initiative to act upon them; don’t wait for them to call you.

Knowledge

Always be prepared to clearly articulate news and industry developments relevant to your service area while remaining firmly grounded in the technical requirements of your job.

Confidence

Believe fervently in what you (and Sequoia) do and how you do it – always demonstrate a clear link between your abilities and your recommendations.

Teamwork

Rely on the expertise of your co-workers and collaborate closely to deliver a better result for both our clients and our firm.

Responsibility

Be accountable for your actions by doing what you say you will do. There is no room for complacency, and trust is earned one action at a time.

Respect

Acknowledge and appreciate each team member for your individual worth and the qualities he or she brings to Sequoia.

Compassion

Truly care about your clients and co-workers and what they are trying to achieve; help them celebrate the successes and mourn the inevitable occasional failures.

Professionalism

Work hard and play hard; always behave in a manner that reflects positively on you and Sequoia.

Growth

Embrace a dynamic culture that pushes all of us to achieve, and which thereby will subtly change over time.

Sequoia Financial Advisors, LLC does not provide tax or legal advice. These professionals should be consulted separately before implementing changes to your tax or legal matters.

Schwab Institutional, Cohen & Company, Algonquin Advisors and ValMark Securities, Inc. are all separate entities.