Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC

Date Founded



3500 Embassy Parkway,Suite 100,Akron, OH 44333-8373

Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management

Company Description

SFA focuses on superior risk-adjusted investment performance and a consistent protection of capital, rather than absolute investment performance. Their approach is based on their belief that active investment management can achieve highly favorable returns over full market cycles by utilizing a combination of acute asset allocation, proper portfolio diversification, and rigorous fundamental investment selection. The firm's investment strategies include wealth management with both long-term solutions and short-term strategies, where appropriate, that coordinate with the client’s risk profile and investment objectives. SFA seeks to help allocate the client’s portfolio with the appropriate asset mix to try and optimize portfolio return within the given level of risk tolerance.

Contact Data
Trying to get in touch with decision makers at Sequoia Financial Advisors LLC? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Executives & Employees

Chief Financial Officer

Chief Investment Officer

Chief Technology Officer

Executive Vice President, Chief Compliance Officer

Chief Growth Officer

Vice Chairman

Vice President, Wealth Planning

Director, Family Wealth

Director, Private Client Services

Paths to Sequoia Financial Advisors LLC
Potential Connections via
Relationship Science
Sequoia Financial Advisors LLC
Recent Transactions
Details Hidden

RAV Financial Services, Inc. purchases Sequoia Financial Advisors LLC

Non-Profit Donations & Grants
Awards & Honors
Rank #175
Financial Advisor Magazine - Top RIA Survey
Rank #188
Financial Advisor Magazine - Top RIA Survey
Rank #153
Financial Advisor Magazine - Top RIA Survey
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Sequoia Financial Advisors LLC. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Sequoia Financial Advisors LLC's profile does not indicate a business or promotional relationship of any kind between RelSci and Sequoia Financial Advisors LLC.