SEQUOIA FINANCIAL GROUP, L.L.C.

Thesis

Sequoia Financial Group, founded in 1991, is a financial services firm headquartered in Akron, Ohio. With $32 billion in AUM, Sequoia provides comprehensive financial planning and wealth management services, including asset management, estate and retirement planning, fiduciary consulting, family wealth management, and institutional services. They offer specialized services for ultra-high-net-worth (UHNW) clients. Sequoia Sentinel, launched in 2023, formalizes its family office services for families with complex needs, including private market access and consolidated reporting. Sequoia aims to build long-term relationships with clients, emphasizing long-term planning to help them reach their financial and life goals. Sequoia's approach is personalized, starting with understanding clients' financial objectives, risk tolerance, and specific needs. They focus on aligning investments with personal purpose, integrating personal priorities into a carefully constructed portfolio strategy. Sequoia has grown through acquisitions to expand its services and geographic footprint.