Sequoia’s mission is to bring Intelligence, Integrity, and truly Individualized value-added investment management and advice to affluent investors. We want to foster an environment where our clients are informed and able to make qualified financial decisions that improve their lives, the lives of those they love, and the lives of those they impact around the globe.


We attempt to do this by putting our clients first and by disregarding the agendas of Wall Street and the giant firms that dominate the industry. Our financial professionals allocate, manage, and monitor clients’ assets, unlike many advisors’ “one size fits all” management approach.


Our investment goals are to consistently achieve reasonable returns on investments over time, based on an investment policy statement and a plan specifically created for the individual client. The investment policy statement considers the lifestyle, goals, risk tolerance, time horizon, and legacy planning needs of the investor. We seek consistent and reasonable returns in lieu of sporadic and extreme results. Our selection process favors recognition over discovery, proven results are preferred.