Sequence Analytix, LLC

Sequence Analytix provides discretionary investment management to individual and high-net-worth clients, initiating relationships with a consultation and constructing a written Investment Policy Statement that documents client goals and any portfolio restrictions. The firm manages a modest asset base across a limited number of accounts and delivers periodic reviews and retirement income projections as part of its client service.

The firm’s process assigns each client a maximum equity exposure score to determine permanent equity exposure and then applies algorithmic, rules-based methods that emphasize two academic anomalies: mean reversion (value) and price momentum. Implementation favors low-cost, liquid ETFs for broad exposure, while larger portfolios may hold 30–50 quantitatively ranked individual equities weighted by measures such as quality, value, sentiment, cash-flow metrics, and sustainable competitive advantage.

Sequence Analytix focuses on managing sequence-of-returns and volatility risk for clients near or in retirement, using monthly momentum calculations and a disciplined scaling algorithm to add to positions at predefined price points and to shift to U.S. Treasuries when momentum signals are negative. The firm also incorporates tax-sensitive annual reconstruction timing and a formal spouse interview to reconcile differences in risk tolerance, restricting its opportunity set to anomaly-driven asset classes to limit costs and turnover.