About Us
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About Us

WHO WE ARE

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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’ financial lives, including life after their careers end. The Equis team knows that life happens outside 9-5, and offer unprecedented access to our clientele.

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