A complete list of active advisors currently associated with Sequence Analytix, LLC

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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.

To learn more about the advisors currently working at Sequence Analytix, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.