Our investment approach starts and ends with you.

Our investment management process operates on an open architecture platform that provides limitless opportunity to find the best, low cost, diversified investment vehicles to address the current market environment.

Our expertise is to simplify complex issues so you can sleep at night as we pursue our clear performance metrics. We take a disciplined approach to portfolio management by keeping the big picture in mind.We are thoughtful on both the strategic and tactical shifts we make while being tax efficient and maintaining the proper liquidity.

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Asset Allocation

We design your portfolio around a thoughtful balance of growth, preservation, and inflation protection—aligned with your goals, risk tolerance, and time horizon. Read more >

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Client Engagement

Every plan starts with understanding you—your values, risks, family priorities, and how you define success. Read more >  

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Wealth Planning

We help you plan for liquidity, legacy, and tax efficiency so your wealth serves both your life and your long-term vision. Read more >

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Portfolio Construction

We build customized portfolios that account for your risk tolerance, liquidity needs, and unique assets—always with a goal-first mindset. Read more >

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Performance Reporting

Our reporting tools track your portfolio's performance against your goals and keep you informed through transparent, ongoing dialogue. Read more >

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Ongoing Monitoring

We proactively review and adjust your portfolio through regular check-ins and rebalancing—always with tax and market context in mind. Read more >

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Tax-Advantaged Investing

We design portfolios with tax efficiency in mind, using alternative investments and strategies that help reduce liabilities and maximize after-tax outcomes. Read more >

Asset Allocation

Beyond 60/40: Smarter Portfolios for Real Life

‍For decades, the “60/40 portfolio” of stocks and bonds was the standard. But today, those two asset classes often move in the same direction—rising and falling together—reducing the diversification investors rely on.

That’s why institutional investors like endowments and pension funds have long looked beyond public markets. They allocate meaningful portions of their portfolios to alternatives such as private real estate, private credit, and other income-generating assets that don’t move in lockstep with traditional markets. These strategies can help smooth volatility, protect portfolios during uncertainty, and create opportunities for higher long-term returns.

Growth

Investments designed to grow your wealth over time through price appreciation. These assets offer higher return potential but also carry higher risk and greater price fluctuations.

Preservation

Investments focused on stability and income. These assets aim to protect your principal and provide consistent cash flow, with minimal volatility.

Inflation Protection

Investments that help maintain your purchasing power. These assets often have intrinsic value or scarcity and can provide returns through both income and price appreciation.

Client Engagement

We view our initial meetings with you as the most important step in our process. Every piece of advice we provide is predicated upon our ability to understand and connect with you.
• Understand your risks, family and decision making process
• Help define what your wealth means to your family
• Determine goals for your wealth and your objectives
• Develop a holistic plan for your entire financial balance sheet

Financial & Wealth Planning

Wealth planning is essential in order to provide the most impact on transferring wealth to future generations or philanthropic endeavors. No amount of investment returns can overcome poor planning.

  • Plan for future liquidity requirements and cash flow needs
  • Create a giving plan if there are philanthropic areas of interest
  • Work with your advisors in tax and estate planning
  • Develop an investment plan that incorporates your estate and tax plan

Portfolio Construction

Portfolio construction is the process of understanding how different asset classes and their weightings impact each other, performance and risk. By taking a top-down approach based on risk tolerance and investment objectives, you then select the individual investments. This ultimately provides a better chance of meeting your goals with the level of risk and time horizon you are comfortable with.

  • Review current investment portfolio and how to transition with tax considerations
  • Customize portfolio recommendations for liquidity and income needs
  • Incorporate real and unique assets, business interests, or concentrated holdings into the overall portfolio mix

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Performance Reporting

Our reporting technology allows us to communicate performance and valuations to custom goals and objectives.

  • Engage in performance conversations and accountability to index comparisons
  • Our online portal allows you to view and experience your portfolio
  • Feedback on how you feel about the portfolio and changes in value is critical to our ongoing portfolio construction
  • Constant discussion regarding changes to your financial goals

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Ongoing Monitoring

We believe frequent conversations and regular formal reviews for each client's portfolio is essential to building a lasting relationship and mutual trust. Rebalancing the portfolio to meet strategic objectives, while recognizing the certainty of taxes, is always weighed against the unpredictable markets.

  • Disciplined rebalancing while being thoughtful about taxes
  • Provide market views against the backdrop of your portfolio
  • Engage with your tax and trust and estate advisors on future planning opportunities

(*Rebalancing/Reallocating can entail transaction costs and tax consequences that should be considered when determining a rebalancing/reallocation strategy.)

Tax-Advantaged Investing

One of the most powerful ways to grow and preserve wealth is through smart tax planning. At Sequent, we integrate strategies like Opportunity Zones, Roth conversions, and Oil & Gas investments into a bigger-picture plan—focusing on after-tax results, not just returns.

What makes us different? We don’t just look at performance; we look at the dollars that ultimately stay in your pocket. Because of our experience in alternative investments and wealth planning, we can identify and evaluate opportunities that fit into your broader portfolio. The goal isn’t just to minimize today’s taxes, but to build a long-term strategy that balances growth, income, and preservation across changing tax environments.

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Let's help you make Your Next Right Investment™

Email Us :
‍info@sequent-rewm.com
Call Us :
415.834.1031
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A REIT is a security that sells like a stock on the major exchanges and invests in real estate directly, either through properties or mortgages. REITs receive special tax considerations and typically offer investors high yields, as well as a highly liquid method of investing in real estate. There are risks associated with these types of investments and include but are not limited to the following: Typically no secondary market exists for the security listed above. Potential difficulty discerning between routine interest payments and principal repayment. Redemption price of a REIT may be worth more or less than the original price paid. Value of the shares in the trust will fluctuate with the portfolio of underlying real estate. Involves risks such as refinancing in the real estate industry, interest rates, availability of mortgage funds, operating expenses, cost of insurance, lease terminations, potential economic and regulatory changes. This is neither an offer to sell nor a solicitation or an offer to buy the securities described herein. The offering is made only by the Prospectus.Securities offered through Concorde Investment Services, LLC (CIS). Member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment advisor. Sequent Real Estate + Wealth Management is independent of CIS and CAM. Check the background of this firm on FINRA's BrokerCheck. To access Concorde’s Form Customer Relationship Summary (CRS), please click here. All information provided is for educational purposes only. The material contained herein does not constitute an offer to sell and is not an offer to buy real estate or securities. Such offers are made only by a sponsor's memorandum, which is always controlling and available to accredited investors only. There are material risks associated with the ownership of real estate, including but not limited to, tenant vacancies, loss of entire principal amount invested, and that potential cash flows, returns, and appreciation are not guaranteed. Past pricing structures may not be indicative of future pricing and may not result in positive returns.Securities offered through Concorde Investment Services, LLC (CIS). Member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment advisor. Sequent Real Estate + Wealth Management is independent of CIS and CAM. Check the background of this firm on FINRA's BrokerCheck. To access Concorde’s Form Customer Relationship Summary (CRS), please click here. All information provided is for educational purposes only. The material contained herein does not constitute an offer to sell and is not an offer to buy real estate or securities. Such offers are made only by a sponsor's memorandum, which is always controlling and available to accredited investors only. There are material risks associated with the ownership of real estate, including but not limited to, tenant vacancies, loss of entire principal amount invested, and that potential cash flows, returns, and appreciation are not guaranteed. Past pricing structures may not be indicative of future pricing and may not result in positive returns.

Sequent Real Estate + Wealth Management does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.

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