SAM customizes your portfolio to where you are, and where you want to be.
Frequently Asked Questions
Sequence Asset Management is a New Orleans-based registered investment adviser (operating through Rossby Financial LLC) that provides personalized, fiduciary wealth management. We help founders, business owners, executives, and high-net-worth families align investment management, tax-efficient planning, risk management, and legacy goals into one cohesive strategy.
What is Sequence Asset Management?
Sequence Asset Management is a New Orleans-based registered investment adviser (operating through Rossby Financial LLC) that provides personalized, fiduciary wealth management. We help founders, business owners, executives, and high-net-worth families align investment management, tax-efficient planning, risk management, and legacy goals into one cohesive strategy.
Who does Sequence Asset Management serve?
We primarily serve entrepreneurs, business owners, executives, and high-net-worth families in New Orleans and across the United States who face complex financial situations such as business exits, equity compensation, retirement longevity risk, and multi-generational wealth transfer
What services does Sequence Asset Management offer?
Our services include fiduciary wealth and portfolio management, retirement planning (with focus on sequence-of-returns risk and sustainable withdrawals), estate and legacy planning, tax optimization strategies, and specialized financial advisory for business owners including exit and succession planning. We also offer global investment access through our joint venture with Mercator Investment Management.
What is sequence-of-returns risk and how does Sequence Asset Management help?
Sequence-of-returns risk refers to the danger that poor market returns early in retirement can significantly reduce a portfolio’s longevity. Sequence Asset Management addresses this through disciplined risk management, sustainable withdrawal strategies, tax-efficient retirement income planning, and adaptive portfolios designed to protect wealth while supporting long-term growth.
Is Sequence Asset Management a fiduciary advisor?
Yes. We operate under a strict fiduciary standard, which means we are legally obligated to always act in your best interest across all aspects of wealth management, tax-aware planning, risk management, and legacy services.