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What's in My Model Portfolio: Capturing the Illiquidity Premium

Nick Zamparelli, CIO at Sequoia Financial Group, breaks down his asset allocation for the $15 billion RIA’s 50/50 model portfolio.

Philadelphia
Pennsylvania
United-states
Nick-zamparelli
University-of-delaware
University-of-alabama
Sequoia-financial-group
Model-portfolio
Financial-group
Sequoia-sentinel
Shares-russell
Niche-credit

$15B RIA Sequoia Launches Family Office

Sequoia Sentinel represents about 55% of the firm’s assets and serves clients with a minimum of $20 million.

Annie-mccauley
Sequoia-financial-group
Sequoia-sentinel
Wealthstone-advisors
Zeke-capital-advisors
Kudu-investment-management
Valeas-capital
San-francisco-based

Sequoia Financial Group Introduces Sequoia Sentinel, Family Office Dedicated to Serving Ultra High Net Worth Clients

Sequoia Financial Group Introduces Sequoia Sentinel, Family Office Dedicated to Serving Ultra High Net Worth Clients
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Akron
Ohio
United-states
Annie-mccauley
Tom-haught
Sequoia-financial-group
Prnewswire-sequoia-financial-group
Sequoia-sentinel-family-office
Sequoia-financial-advisors
Financial-group
Sequoia-sentinel
Ohio-based-sequoia

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