Our Firm

EQM Capital, LLC is a California registered investment advisory firm dedicated to providing financial advisors and qualified investors with quantitative research and portfolio management solutions. The firm provides outsourced solutions including stock screens and research, multi-factor stock selection models, asset allocation models, and custom quantitative research solutions designed to better inform investment decisions, enhance performance, and add scalabilty.

What We do

EQM Capital, LLC provides actionable outsourced portfolio management solutions designed to assist independent investment advisors, wealth managers, and qualified individual investors.


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