top of page

Risk Management

Our company provides asset management and individualized portfolio design. As Registered Investment Advisors we act as fiduciaries and are obligated to work in the best interest of the individuals we serve. We pride ourselves on back testing the potential outcome of gains and losses. It is very important for us to know our client’s risk tolerance and deliver excellent communication. Our home office team is in Omaha Nebraska. Futurity Retirement Advisors are an umbrella under Sequent Planning. Our direct supervisor in Omaha is a CPA and our team includes a PHD in Mathematics that oversees portfolio design. For further information, please visit

bottom of page