Group 3

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.

 

On September 18, 2023, Sequoia placed 41st on this list for the year 2023. 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 on 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. $0 was spent in 2023, $6,940 in 2022 and $8,500 was spent in 2021 for marketing collateral associated with the award to be used on social media, our website, and email signatures.