Maximizing Opportunity for Success

Purpose-Based Investment Strategies

We provide purpose-based investment strategies designed to help you meet your financial needs, goals and preferences:

  • A goals-based approach that helps you manage risk and invest prudently
  • A wealth-plan process to guide your financial success
  • Custom portfolios tailored to your needs, objectives and risk profile

What We Do

Value of Advice

Meeting Investment Challenges

Addressing Financial Goals

The EQIS Advantage

We manage assets for individuals and families, providing investment management, and financial planning services.