Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC

Overview
Date Founded

2000

Headquarters

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

Type of Company

Private

Employees (Worldwide)

85

Industries

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
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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

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Recent Transactions
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RAV Financial Services, Inc. purchases Sequoia Financial Advisors LLC

Non-Profit Donations & Grants
Awards & Honors
Rank #175
2012
Financial Advisor Magazine - Top RIA Survey
Rank #188
2010
Financial Advisor Magazine - Top RIA Survey
Rank #153
2009
Financial Advisor Magazine - Top RIA Survey
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