Sequoia Private Wealth Management, LLC

Sequoia Private Wealth Management is a small, fee-based registered investment adviser that manages portfolios for individuals, qualified retirement plans, trusts, charitable organizations, corporations and small businesses. The firm provides discretionary investment management and employee benefit plan services, including preparation of investment policy statements and periodic account reviews.

The firm emphasizes a long-term, asset-allocation approach grounded in Modern Portfolio Theory, primarily implementing portfolios with passively managed asset‑class mutual funds—notably funds from Dimensional Fund Advisors—and limited use of individual equities when tax considerations or client preferences warrant. Financial planning and portfolio construction incorporate Monte Carlo simulations and a buy‑and‑hold orientation, while fixed‑income exposure may be implemented through separately managed portfolios of individual bonds overseen by a third‑party fixed‑income manager.

Distinctive operational features include outsourcing of trade processing, fee collection and fixed‑income sub‑advisory services to Focus Partners Advisor Solutions, and a policy of not accepting proxy‑voting authority (clients retain voting responsibility). The adviser operates as a single‑adviser practice with about 34 clients and roughly $46.6 million in assets under management, and generally works with households that meet its customary $1 million assets‑under‑management threshold.