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Sequoia Financial Group Partners With Kudu Investment Management To Buttress Continued Growth

Jul 07, 2020 - PR Newswire
Mergers and Acquisitions

PR Newswire

Sequoia Financial Group, LLC (Sequoia), a registered investment advisor with $4.7 billion in client assets, and Kudu Investment Management, LLC (Kudu), an independent provider of long-term capital solutions to asset and wealth managers worldwide, have announced that Kudu has made a strategic investment in Sequoia. Financial terms were not disclosed.

Sequoia provides financial planning, asset management, family wealth and retirement planning services. The firm is majorit...