Sequoia Planning & Investments LLC

Overview

Sequoia Planning & Investments LLC is a small, client-focused RIA that concentrates on portfolio management for individuals and small businesses. The firm manages a concentrated pool of assets with a clear tilt toward publicly traded equities, while also incorporating fixed income, mutual funds and select private placements. Its business model uses a percentage-of-AUM fee schedule and operates primarily as an advisory-only practice rather than a capital allocator or multi-state institutional consultant. Investment decisions appear structured to preserve liquidity and tax efficiency for high-net-worth clients while making room for selective alternative investments where appropriate. Sequoia operates with a largely non-discretionary relationship model, meaning the firm typically advises and constructs plans that clients approve rather than exercising full trading discretion on their behalf. That posture shapes portfolio construction toward readily tradable instruments (exchange-traded equities and funds) and private-placement allocations that require client-level approval and longer-term commitment.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices