We strive to build a long-term relationship with you based on sound investing principles and desired results, as well as quality of life issues we can influence through our interactions with you over time. For us, “balance” is key whether in regard to portfolio construction or how you view your wealth in terms of your family, leisure, charitable, or other endeavors.

Investment Counseling

Our initial meetings with you are centered around understanding your unique circumstances, experiences, needs, and objectives. We also introduce our investment philosophy and the specific steps we take in helping you achieve your long-term objectives.

Investment Management

Equius employs an investment strategy based on the academic research of Eugene Fama, Sr. (University of Chicago), Ken French (Dartmouth), William Sharpe (Stanford), and others. As a result, your portfolio will be very efficiently and broadly diversified based on your unique objectives. Low-cost index and structured asset class mutual funds will be used to implement a long-term target asset allocation, and portfolios are rebalanced to targets periodically to maintain appropriate risk levels and return objectives.

Strategic Planning

Along with our team of outside strategic partners, we guide a planning process encompassing estates, trusts, wealth transfers, charitable giving, insurance, and other important needs.