Investment Philosophy
At Sequoia, every client's investment strategy adheres to our BUILT FOR YOU commitment—customized portfolio solutions leveraging diverse asset classes to deliver results.
As a fiduciary, our approach is evidence-backed and driven by the science of capital markets. Our team is independent, and we use an open-architecture investment method, meaning we select investments solely based on the best interests of our clients.
Our fundamental-driven process seeks to identify and continually evaluate the investment landscape for practical, value-additive solutions. We strive to optimize controllable variables, such as fees, taxes, diversification, and risk-management.
Our philosophy is rational, efficient, integrated, and well-defined in order to help you leverage your wealth.
Investing For Your Future is Unique to You
Your custom portfolio is a key to driving the success of your financial plan, and our team is here to help make sure it aligns with your goals, lifestyle, and risk tolerance. We make sure that your needs and input are heard every step of the way, and that you understand your plan.
The driving forces in our investment strategy include:
Low Costs in Efficient Markets
In competitive markets where the ability to outperform is limited, we opt for lower-fee investments.
Tax-Efficiency*
Our goal is to boost your after-tax wealth within risk constraints. Tax efficiency is a core part of how we manage portfolios.
Active in Inefficient Markets
Markets are not perfectly efficient, and we seek out pockets of the investment 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.
* Tax and estate planning information offered by our advisors 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.
Robust, custom investment offerings for ultra-high-net-worth families.
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