Sequoia Tax-Managed SMA Investment Strategy
PORTFOLIO DESCRIPTION, SUITABILITY AND OBJECTIVES
The Sequoia Tax-Managed SMA is a moderate risk strategy designed for investors who seek relatively stable growth from their investable assets offset by a low level of income. Investor has a medium tolerance for risk and/or a medium to long range time horizon. The primary objective of an individual within this risk range is to achieve steady portfolio growth while limiting fluctuations to less than those of the overall stock markets. Tax-managed strategies focus on utilizing investments and strategies that minimize current taxation.
SEQUOIA TAX-MANAGED SMA PORTFOLIO METHODOLOGY
New Frontier Strategies are fully diversified, asset allocated models seeking high total return for a given level of risk. To pursue this goal, these strategies utilize a strategic mix of primarily exchange traded funds (ETFs). The asset allocation of each model is actively managed and seeks to maintain the optimal mix of holdings for each strategies respective level of risk given the current micro and macroeconomic environments.
PORTFOLIO MANAGER
David A. Simon, MBA, CLU, CFP® is the President and Principal of SimonDavis. David's educational background includes an MBA from the Darden Graduate School of Business at the University of Virginia School of Law. In addition, David is a Certified Financial Planner (CFP®) and a Chartered Life Underwriter (CLU). David's tenure in asset management dates back to 1994.
PORTFOLIO BENCHMARK
60% S&P 500 / 40% BarCap Municipal TR
