Investment Advisor Solutions

Investment Advisor Solutions

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

  • Stock Selection Screens
  • Model Delivery
  • Asset Allocation Models
  • Consulting/Content Services

Why Investment Advisors Should Outsource?

Client FocusIn an environment characterized by increased regulatory scrutiny, volatile and complex market conditions, and burgeoning competition from newly independent rivals, investment advisors are discovering their time is best spent building relationships with clients and devising an overall wealth management strategy, rather than focusing on the day to day ups and downs of the financial markets.

ScalabilityThere are only so many hours in a day. And frequently, the investment management of client assets, a task that is getting increasingly complex and time-consuming is the ultimate casualty. Utilizing outsourced investment solutions enables you to focus your time on your clients and growing your business in a scalable way.

FlexibilityWhile there are numerous outsource solutions available, EQM Capital can devise a customized action plan of investment management services tailored to your specific business model. You select what menu of services you need, in order to best to meet your client’s investment objectives.