A complete list of active advisors currently associated with Sequentis Capital LLC
Warmer can help you find a great advisor at Sequentis Capital LLC or one who fits your needs even better.
Sequentis Capital serves individual and high‑net‑worth clients, managing roughly $101.5 million for about 90 clients across a three‑advisor team. The firm offers discretionary portfolio management, financial planning, and 3(21) retirement plan advisory services for individuals and plan sponsors. The firm’s investment approach emphasizes strategic asset allocation and fundamental analysis, with a generally long‑term focus while using risk measures to adjust portfolio exposures as market conditions change. Portfolios may include U.S. and global equities, fixed income, ETFs, mutual funds, commodities and options, and the firm may trade shorter‑term to rebalance or respond to market signals. Notable distinctions include that certain supervised persons are also licensed insurance producers who earn commission‑based compensation for insurance product sales, and one managing professional devotes approximately 20 hours per month to those insurance activities — a potential conflict the firm discloses. Sequentis also recently transitioned to SEC registration and maintains an institutional relationship with a major custodian that provides technology and support services from which the firm receives economic benefits.
To learn more about the advisors currently working at Sequentis Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
Boston, MA
| 25
| |
Boston, MA
| 12
| |
Boston, MA
| 14
|
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