Strongsville, OH Office
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John E. Sestina and Company
Team
Firm-wide stats for John E. Sestina and Company
About
John E. Sestina and Company provides advisory services to individual and high-net-worth clients, offering comprehensive financial planning, individual portfolio management, and retirement-plan consulting. The firm also provides education-focused workshops and seminars at no cost to attendees and delivers ongoing account supervision and plan-level services.
The firm builds portfolios using modern portfolio theory and a long-term trading approach, creating individual investment policies through client interviews and model portfolios with typically quarterly reviews; management can be discretionary or non-discretionary depending on the client agreement. Recommendations generally emphasize mutual funds and related instruments, and the firm supplements its research and portfolio feedback with artificial intelligence tools while disclosing the limits and risks associated with AI-generated outputs.
Noteworthy elements include a team-based ownership structure in which multiple owner-members work full time as financial planners and the size of its business—about $744 million in discretionary AUM plus roughly $1.12 billion in assets under advisement. Compared with many peers, the firm’s free public seminars and its provision of 3(21) ERISA advisory services for retirement plans stand out, as does its stated practice of not aggregating (block) trades for multiple client accounts.
Based on John E. Sestina and Company
Expertise
Based on John E. Sestina and Company
Location
Strongsville OH
Advisors at this office
1
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