Sepio Capital Employee Directory
Financial ServicesCalifornia, United States11-50 Employees
Sepio Capital is a multifamily office and institutional investment advisor registered with the SEC. Sepio Trust Company is the firm’s Wyoming chartered trust and fiduciary business that is focused on helping clients optimize their estates by leveraging Wyoming’s tax and asset protection advantages through directed and discretionary trustee services.
At Sepio, our mission is to protect our clients’ assets, fortify their legacies, and guard what matters most to them. We accomplish this first and foremost by having a deep understanding of their goals and aspirations. We then employ our extensive resources and decades of investment experience to help our clients accomplish their goals. Our clients’ trust and loyalty is our greatest ambition and the reward for our labor.
Our mission begins and ends with our clients and their goals. Understanding deeply our client expectations and exceeding those expectations is our measure of success. We serve a select number of clients in an effort to provide a highly focused and tailored client experience through dedicated and skilled client service and investment professionals.
Our investment expertise is built on nearly 40 years of navigating markets for clients and developing specialized investment disciplines within our team of professionals. Our collaborative approach and independent investment insights produce an outstanding investment experience for clients. As independent fiduciaries, we can serve as outsourced chief investment officers for our clients to provide holistic and robust investment counsel and management.
Sepio Capital ("Sepio") is a Registered Investment Advisor (“RIA”) with the U.S. Securities and Exchange Commission and located in the State of California. Sepio provides investment advisory services and related services for clients nationally. Sepio will maintain all applicable registration and licenses as required by the various states in which Sepio conducts business, as applicable. Sepio
1-888-653-2347 
support@leadiq.com 
