We don’t use proprietary products. We offer the best in class investment solutions.
We help our clients navigate not just their investments but also their complete financial plan.
We get to know our clients before their plan is created. We educate them so they are involved in the decision making process.
We offer more than just investment management. Our clients trust us to navigate the marketplace for them. We provide comprehensive financial planning and management so our clientele has the freedom to focus on maximum performance. We work behind the scenes, we plan every aspect of our clients lives, including life after their performances. The Equis team knows that life happens outside 9-5, and offer unprecedented access to our clientele.