Sequent Asset Management, LLC

Timothy Hartzell is a CFA® charterholder with 19 years of industry experience. He has been with Sequent Asset Management, LLC since 2008. Outside of his advisory role, he owns Hartzell, LLC, where he serves as a FINRA arbitrator and CFA grader. Sequent Asset Management is a fee-only multi-family office serving individuals, trusts, estates, charitable organizations, and corporate clients, with a focus on closely held business owners, senior corporate executives, and retirees. The firm uses a fiduciary, committee-driven investment process combining bottom-up security analysis with top-down macroeconomic assessment to deliver customized portfolio management and financial planning.

David Doll is a financial advisor at Sequent Asset Management, LLC in Houston, TX, holding a Series 65 designation with 17 years of industry experience. He has worked at Sequent Asset Management since 2008 and at L.E. Jones Company since 2011. Outside of advisory work, he is the owner and director of Le Jones, a valve seat manufacturing firm, and owns Madsen Waters, a personal family investment entity. Sequent Asset Management is a fee-only multi-family office serving individuals, trusts, estates, charitable organizations, and corporate clients, with a focus on closely held business owners, senior executives, and retirees. The firm employs a fiduciary, committee-driven investment process that combines bottom-up security analysis with top-down macroeconomic assessments to deliver customized financial plans and portfolio management.