EQIS Models

Let EQIS Build Your Portfolios

EQIS professionals are seasoned and experienced investment experts, and our EQIS Models cover the spectrum of asset classes to offer broad market exposure as well as more narrowly focused strategies covering more specialized asset classes or tactical approaches.

We invite you to invest in the EQIS Models

At EQIS, we believe every investor deserves the same access to investment opportunities and risk protections.

The average investor has typically been able to achieve broad diversification only through the use of pooled investment vehicles such as mutual funds and exchange traded funds, while the high-net-worth investor has had access to more investment instruments, strategies and programs. That changed many years ago when EQIS revolutionized access, providing investors large and small highly diversified multi-manager portfolios consisting primarily of individual securities. With institutional account minimums typically starting at $500,000 or more and highly diversified multi-manager portfolio minimums requiring $5 million or more, smaller investors have historically been barred from access to this investment management style. EQIS makes it possible through fractional share technology* and advanced portfolio design and construction techniques for investors with as little as $25,000 to access the same sophisticated investment strategies as high net worth investors.

Our investment portfolio models offer a wide range of objective-based performance designs:

  • Created using a proprietary quantitative modeling process
  • Strategies diversified across asset class, geography, market cap, style, and issuer
  • Complete with due diligence of sub-advisers
  • Consistent, structured rebalancing performed by the EQIS investment team

We use a proven, step-by-step process to build portfolios that are right for your clients:
Macro Economics & Capital Market Assumptions

Research on economic and market conditions

Evaluation of stocks relative to bonds and alternatives

Assessment of 22 sub-asset classes

Set Allocation Targets

Resulting asset class weights

Adjusted cap and style targets

Adjusted domestic international exposure

Due Diligence and Selection

Exacting vetting process on money managers

Deliberate selection of complementary, low correlation strategies

Manager diversification & blended portfolios may reduce risk without sacrificing returns

EQIS Portfolio Construction

Adjust target weights to accommodate manager selection

Verify and test allocations

Evaluate risk exposure

Fractional shares bring broad diversification at $25,000

Choose from 55 EQIS Models…

EQIS UMA Models

EQIS Unified Managed Accounts (UMAs) are portfolios composed of a mix of professional sub-advisers with complementary investment strategies aggregated and managed in one account. These may include individual equities, mutual funds, and exchange-traded funds.

  • 30 UMA model portfolios offer 6 different investment approaches across all 5 risk categories.

EQIS ETF Models

25 single-sleeve EQIS models consisting of exchange traded funds (ETFs) are portfolios of diversified, complementary investment strategies aggregated and managed in one account, tax-efficient and potentially lower cost.

Models that Span the Risk Spectrum

We vet and partner with boutique and specialty institutional sub-advisers. We then mix and match these managers' strategies across a spectrum of portfolios designed around different strategies and risk profiles, creating the EQIS unified managed account.

Complementary Money Manager Strategies

EQIS carefully selects from the hundreds of sub-asset class strategies available on the Freedom Platform complementary portfolio strategies that together create a highly diversified, purposeful portfolio.

Choice

Advisors and clients get access to a broad array of portfolio models across the risk spectrum and many disciplines, including strategic and tactical, as well as hedging strategies.

Transparency

Direct ownership of securities offers compelling benefits versus mutual funds.

No Embedded Capital Gains: Investors pay taxes based on their original cost basis. Because of the embedded gains inherent in mutual funds, investors can incur capital gains liability even though they did not receive those gains, and may even have lost money in the fund.

Disclosed Costs: EQIS is a wrap program with most costs included in a client’s stated flat fees separated into the EQIS Platform Fee and the Investment Management Fee.

Daily Transparency of Holding Values: EQIS provides investors the ability to see the daily value of securities they own compared to what they paid for them.

Our Four Pillars of Diversification

EQIS believes that multiple layers of diversification may better allow investors to reach their investment objectives and long-term goals while giving them a smoother ride along the way. Purposeful diversification can help investors remain committed to their investment objectives and long-term goals. We believe the following four pillars of diversification are foundational. They are the driver of our constant search for compelling institutional sub-advisers, and the structural backbone of our EQIS UMA and ETF Models.

Asset Classes

EQIS combines multiple individual asset class strategies in each portfolio, which may include stocks, bonds, cash, real estate, precious metals, and other alternatives.

Geographic Regions

Further diversification across multiple regions, countries, and economies may enhance the portfolio’s allocation.

Equity Styles

Equity investments range in market capitalization, style, and factor exposures which fall in and out of favor over time. Predicting which combination is likely to outperform is difficult. That’s why including a variety of styles in a portfolio is important.

Investment Philosophy

Some sub-advisers are strategic and trade infrequently, while others are tactical and can trade more actively when they sense market conditions warrant it. Diversification across investment philosophies can be a distinct differentiator over full market cycles.

Today’s investment environment includes increasing challenges that can be difficult to address without dedicating substantial resources, staff, systems, and investment expertise. As the market becomes ever more complex and individual resources continue to be pressured, the EQIS Models help advisors by taking on responsibility for day-to-day investment portfolio model decision making.

With an experienced team of highly skilled professionals, EQIS delivers full-service asset management solutions. We are proud to offer an institutional and systematic approach to each aspect of the investment process. From dedicated due diligence, asset allocation and capital market research, portfolio management, and portfolio operation specialist teams, the EQIS investment team is focused on the investment portfolio so you can focus on your clients and your business.

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* Fractional shares are not available at every custodian.