Client-Centered Consulting and Content Services

The founder of EQM Capital LLC has more than 20+ years of experience in the financial industry.  EQM Capital offers customized quantitative research, financial-related content, and consulting services to investment advisors on a negotiated one-time fee basis.

EQM Capital works with investment advisors to create:

• Custom stock selection factors, screens, and/or models in order to systematize and add scale to the advisor’s investment process
• Niche product offerings, such as Socially Responsible Investment (SRI) and Low Volatility mandates that suit specific client directives
• Outsourced research material content such as investment newsletters, research projects, white papers.
• Research reports, articles, and content for major financial media outlets such as:  Seeking Alpha, The Motley Fool, MarketWatch, and The Street. 
• Marketing and strategic business plans to help their firm growth and prosper

Consulting and financial content services are available at an hourly negotiated rate. All client relationships will be kept in the strictest confidence.