We Are What We Do
We work with clients to evaluate the health of their balance sheet and cash flow in order to develop a wealth plan that outlines their financial goals while taking into consideration the amount of risk they are comfortable taking while still being able to “sleep at night.” This process allow us to develop a customized allocation of investments, with the goal of achieving clients’ long-term objectives. We conduct ongoing reviews to assess the robustness of the plan into future years and phases of life.
Our team works closely with clients to develop a customized investment strategy based on a thorough understanding of personal goals, risk tolerance, time horizon, tax considerations and more. A key step is determining the appropriate asset allocation. We utilize a risk-based model to analyze historical returns for different asset mixes along with the historic volatility of those mixes. Once we’ve determined a client’s asset allocation, we construct a customized portfolio, using low cost etfs, mutual funds and individual securities.
As a business owner so much of your time and energy is spent running the business, you deserve a true partner who can help you plan for your personal and business growth. At SEDNA we help business owners and entrepreneurs appropriately develop a wealth plan that works in sink with the capital requirements of their business. We also help you to set up and manage retirement plans as a fiduciary, provide employee financial education training, and do business succession planning.
SEDNA is available for speaking engagements, media interviews, public relations and more. Members of our team are experienced in discussing a multitude of topics including:
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