EQIS CAPITAL MANAGEMENT

More About EQIS CAPITAL MANAGEMENT

EQIS is a fee-based turnkey asset management program (TAMP) that helps relationship-focused advisors provide middle-market clients with access to some of the same investment strategies high net worth investors have enjoyed for decades, including separately managed accounts with multiple institutional money managers, broad diversification and tax efficiencies. Until recently, such broad diversification was unattainable for the average investor without the use of ETFs or mutual funds because of the large account minimums (oftentimes well over $1M) typically associated with institutional money managers. EQIS makes it possible for investors with as little as $25,000 to gain some of those same advantages.