Sequence Analytix is a registered investment advisor founded in 2018 and based in Mattawan, Michigan. Sequence Analytix manages investment portfolios for individuals and high-net-worth clients on a discretionary basis. Before investing, Sequence Analytix works with clients to understand their risk tolerance, liquidity needs, and time horizons, culminating in an Investment Policy Statement. The firm specializes in quantitative investment strategies, utilizing algorithmic methods focused on mean reversion (dividend-paying value stocks) and price persistence (momentum) primarily implemented through exchange-traded funds. Sequence Analytix aims to manage the sequence and volatility risks associated with retirement cash flow planning. Terry Rau serves as the Managing Member and Chief Compliance Officer.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The maximum annual management fee is 0.50% of your portfolio. Fees are negotiable and subject to a minimum annual fee of $500.