Gilbert, AZ Office

Sevensuede Investment Advisor serves individual and institutional clients, including non‑high‑net‑worth and high‑net‑worth individuals, pension plans, pooled vehicles, charities, and small businesses. The firm provides advisory services primarily through a Manager of Managers program and by referring clients to independent registered investment advisers and platform providers.

Rather than providing direct portfolio management for individual accounts — an arrangement that is less common among independent advisers — Sevensuede develops client investment guidelines, selects third‑party asset managers to implement portfolios, and monitors those managers’ performance. The firm retains discretion to hire and fire asset managers, conducts ongoing due diligence, and performs formal account reviews at least quarterly with client meetings as needed.

Distinctive features disclosed in the brochure include a solicitor/referral model under which Sevensuede receives referral fees from selected managers and an affiliation in which firm personnel act as insurance agents, both of which are identified as potential conflicts of interest and are disclosed to clients. The firm also does not vote client proxies (clients retain voting responsibility) and reports $15 million in assets under supervision while operating as a single‑advisor, manager‑of‑managers practice.