Equius Partners is a registered investment advisor located in the Hamilton Hangers. As fee-only investment advisors, we rely on the best peer-reviewed academic research available, not industry marketing propaganda, to guide our strategies.
As investment advisors, we work with you to develop a highly structured investment plan tailored to your unique circumstances. Our clients’ portfolios are designed around an asset class strategy with emphasis on tax efficiency, low cost, and risk control through periodic rebalancing.
As investment counselors, we share our knowledge, confidence and discipline unlike any other firm in our industry and are designed to help you meet your financial goals whatever the market or economic circumstances.
And as wealth managers, we guide a team of outside experts in the areas of estate planning, trust law, family money coaching, taxation, insurance, charitable giving, stock options and other services you may need to achieve your goals.
We believe in full transparency in every aspect of our investment approach and welcome the opportunity to share our knowledge and experience with you.