EQUIUS

Library

We believe a true sense of trust, confidence, and security between you and an advisor can only be developed once a foundation of knowledge has been built. Far too many investors hire an advisor based simply on a referral from another advisor (such as a CPA or attorney), the advisor's credentials or education, past performance numbers, or superficial marketing reasons such as “brand name.”

While all of these are important considerations to some extent, none is as important as the beliefs, knowledge, experience, and discipline of the advisor; his or her willingness to share this information with you; the long-term strategy put in place to meet your investment objectives; and, ultimately, the balance the advisor helps you achieve among your work, wealth, and values.

We all know smart, well-educated, and experienced advisors who have led investors down the wrong path. Know the path you want to travel first, and trust will develop over time based on how well your advisor helps you reach your destination.

Equius Value-Added Services

Equius and the Prudent Investor Rule

The links below provide additional information from Equius Partners and third-party sources that we know will enhance your knowledge of asset class investing principles.

FAQ
Frequently Asked Questions

Academic Papers

Characteristics, Covariances, and Average Returns: 1929-1997
by James L. Davis, Eugene F. Fama and Kenneth R. French

The Dimensions of Stock Returns: 2007 by Truman Clark, DFA

Articles

To Wade or Plunge by Truman Clark

Asset Management: Engineering Portfolios for Better Returns (1998)
by Eugene F. Fama, Jr.

Indexing Goes Hollywood by Don Phillips

Multifactor Investing (2006) by Eugene F. Fama, Jr.

Books

Winning the Loser's Game: Timeless Strategies for Successful Investing
by Charles D. Ellis

The Intelligent Asset Allocator by William J. Bernstein