The grove of stunning giant sequoia trees pictured above is both the inspiration for and the namesake of Sequoia Capital Management. The giant sequoias date back to the dinosaurs – the Jurassic Period nearly 200 million years ago. With their massive trunks, sky-scraping height, and life spans of more than 3,000 years, they are the largest living organisms on earth, evoking a sense of awe and wonder in all who behold them. Wildlife seek shelter under the canopies of these giant sequoias, which is precisely what we offer our clients – shelter from risky investments, market volatility, inflation, spiraling healthcare costs, and assaults on your standard of living.

As an independent family office headquartered in Toledo, Ohio, our emphasis is centered on the needs of our clients. Managing people’s hard-earned savings is a vocation and a significant responsibility which holds us to a higher standard. We strive to own only the highest quality investments, with relatively low expenses, and avoiding classic investment pitfalls. Seeing our clients’ success is our greatest reward.

We accomplish this by first understanding where we are in the broader economic cycle. Then we screen and select top performing investments, and continually monitor their performance over time versus their peer group. Our objective is to buy into the right investments, at the right time, and hold those investments until they are expected to become out of favor. By doing continuous research and always looking forward, we stay focused on the long-term outcome – the financial independence of our clients.

Services

  • Wealth Management
  • Corporate Retirement Plans
  • Estate Planning
  • Non-Qualified Retirement Plans
  • Long-term Health Care
  • Business Succession Plans

Contact Sequoia

For an appointment or further information on any of our services, please call us:

419-841-9021 Office

Brady Grimm: 419-392-2397
Adam Szuch: 419-340-3919
Jolee Mickesh: 419-841-9021