As a client of Sequoia Financial Group you will see reference to a number of entities, or organizations with whom we’ve established relationships and partnerships for the purpose of offering an exceptional client experience . Please know that as a client you will deal with only one organization – Sequoia Financial. In addition, our clients do not pay any direct or indirect costs or higher fees because of any of our professional affiliations.
Financial Industry Leaders
AXA Equitable and AXA Advisors
AXA Financial – Through its strong family of brands, AXA Financial provides diversified financial management and advisory services. AXA works with individual, institutional and corporate clients. Founded in 1859 as The Equitable Life Assurance Society of the United States, the Equitable name has been widely respected in insurance services. AXA provides Sequoia access to the life insurance marketplace as well as provides us the technology, compliance and back-office support.
AXA Advisors is the network of Over 5,200financial professionals representing AXA Financial in communities around the U.S. These are the people who meet with clients every day to help them develop customized investment, risk management and financial strategies.
LPL financial
We have carefully selected LPL as our primary custodian to house our client’s assets in their names. LPL provides our clients with a comprehensive institutional quality custody, record keeping and clearing platform. LPL Financial was formed in 1989 through the merger of two small brokerage firms. Linsco & Private Ledger (founded in 1968 and 1973, respectively). Today, LPL is one of the largest independent custodians in the county.
Investment Managers
This is a sampling of the many managers we use and have access to:
DIMENSIONAL FUND ADVISORS
Dimensional funds are built to capture market returns through broadly diversified, passive, low cost investing. Dimensional Fund Advisors LP is a mutual fund company grounded in academic research on the efficiency of capital markets. Dimensional employs a structured strategy designed to compensate investors by capturing all dimensions the market offers in a low-cost, tax-efficient fashion.
AMERICAN FUNDS
American Funds. Since 1931, Capital Group, home of American Funds, has helped investors pursue a long-term investment success. Their consistent approach applied through The Capital System SM, combined with detailed fundamental analysis and low costs have delivered long term results that help our clients pursue their goals.
PIMCO
PIMCO is one of the world’s premier fixed income investment managers. At its launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 45+ years since, PIMCO has continued to bring innovation and expertise to their partnership with clients seeking the best investment solutions. Today, PIMCO still follows a disciplined total return approach to fixed income and has offices across the globe, with 2,700 professionals united by a single purpose: creating opportunities for investors in every environment
At Sequoia, clients have access to the products and services of hundreds of companies. Over our decades of experience we have come to use three primary investment managers as these firms align with our evidence based philosophy by applying academic research and decades of data to rigorous methodology and practice. The strategies they manage provide us with the investment building blocks needed to construct low-cost, globally diversified portfolios designed to reduce overall risk and improve long-term, risk-adjusted returns.
