The implementation phase entails actions to be undertaken by both Sequoia and the client. Sequoia will invest your assets according to the IPS developed in the design phase. You may need to make changes to your 401K or other accounts that are outside of our control. Implementation may also require working with your attorney, accountant, or other professional. In some cases you can authorize Sequoia to work directly with these professionals, in other cases you will need to work with them to implement your plan. The actions necessary to implement your plan could include; concentrated stock risk management, retitling of financial accounts and personal property, purchase and/or surrender of insurance policies, creating or updating wills, trusts, and powers of attorney, and tax planning.
- Assets invested according to IPS
- Progress made on action list that was defined in design phase