Sequoia Investment Strategies, LLCHome | About Us | Sequoia Investment Strategies, LLC
Sequoia Investment Strategies: Focused, Experienced, Independent
Founded in May of 2012, Sequoia Investment Strategies, LLC is an independent financial services firm dedicated to delivering customized investment advice for the serious, long-term investor.
Our goal is to focus on a limited number of households; providing specific advice for each unique individual or family. We are committed to delivering personal, comprehensive and customized advice covering all investment goals and strategies. We strive to exceed client expectations when it comes to delivering this service.
Getting to know our clients on a personal, one-on-one basis is a fundamental aspect of how we conduct business and begin understanding individual investment concerns and goals. Cookie cutter, one size fit all managed platforms are not helpful to investors seeking personal and customized advice. We will help establish specific, measurable, and achievable goals matched to your investment horizon and risk tolerance. Our ultimate goal is to help our clients spend less time worrying about their investments and more time enjoying everyday life.
With more than 18 years of financial industry experience, our firm understands the difficulty individuals often have in articulating their particular concerns. We work with clients in an objective manner and deliver strategies tailored to meet clearly defined goals and strategies, and help clients determine their specific objectives. We have partnered with LPL Financial, the nation’s largest independent Broker/Dealer*, to provide a choice of multiple platforms for addressing these needs. Whether it is estate planning and wealth transfer questions, a desire for municipal bonds and tax advantaged income, college savings, or general concerns whether or not your retirement income will last all the way through retirement; we are prepared to help.
*As reported by Financial Planning magazine, June 1996 – 2012, based on total revenue.
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