Boston, MA I International Pl Office

Sequentis Capital LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individual and high‑net‑worth clients. The firm manages client accounts on an asset‑based fee basis through custodial relationships and serves a relatively small client base with a three‑advisor team.

The firm’s investment approach centers on strategic asset allocation informed by fundamental analysis, with portfolios that can include U.S. and global equities, fixed income, ETFs, mutual funds, commodities and options; Sequentis emphasizes long‑term positioning while using risk measures to adjust exposures and may trade more actively to rebalance or respond to market events. Clients work with the advisor to set investment objectives, constraints and reasonable account restrictions, and accounts are reviewed and monitored on a regular basis.

What is distinctive for a firm of this size is that several advisory personnel are also licensed insurance professionals and may recommend and implement commission‑based insurance products in addition to advisory services, a practice the brochure discloses as a potential conflict of interest (one managing director reports spending roughly 20 hours per month on insurance activities). The firm also recently transitioned from state to SEC registration and combines investment management with ERISA 3(21) retirement plan advisory services while operating with a compact, three‑advisor structure.