THE SEQUOIA TREE
The Sequoia is an emblem for long life, for attaining your lofty dreams, stretching your limits, and reaching to be the best you can be…… to reach for the stars.
The roots of the Sequoia Tree reach in all directions, intertwining with the roots of other trees. Locked together in this way, all the trees support each other in wind and storms.
These characteristics of the Sequoia Tree represent our business philosophy and the way we engage with our clients.
OUR DFM SERVICES
The relationship between the DFM, adviser, and client is of paramount importance in understanding the needs of the client. Our DFM service model offers portfolio management, portfolio reporting, and consolidated client reporting.
Why use a DFM
We appreciate that devoting sufficient time to your clients’ investments, both at the initial recommendation stage and in the ongoing monitoring of portfolios, is becoming increasingly difficult and time-consuming. Investment advice can be complex and a portfolio of great investments is not necessarily the same as a great portfolio. There are a plethora of funds to choose from in the marketplace, as well as more complex investments that may not be available to the retail market. Research takes time and an extensive amount of resources. Working with a discretionary fund manager (DFM) can be an ideal solution for advisers who are looking to outsource the day-to-day asset allocation and fund selection decisions, allowing more time to focus on your clients’ financial planning requirements.
OUR PORTFOLIO SOLUTIONS
We believe that there are no borders when searching for attractively valued investment opportunities. We have developed a robust global investment opportunity evaluation framework to reflect this. Our belief are that valuations are the best predictor of investment performance over the medium term to long term. We manage portfolios on a multi-management basis. By constructing and managing portfolios on a multi-manager approach we can improve the certainty of portfolio outcomes over the target investment horizon.
Why a boutique DFM
A boutique approach allows for the development of a closer working relationship with advisers. The focus is on service, communication, and understanding. Accountability and decision-making within a boutique business focuses on what is important and connects the business more closely to the requirements and needs of both client and advisers as the underlying interests are aligned for all parties.