Equius Partners, Inc.
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- Equius is among the first financial and retirement planning firms to implement modern asset class investing strategies for our clients portfolios. These strategies offer significant risk/return benefits compared to traditional actively-managed portfolios involving stock-picking and market timing or traditional indexed portfolios.Our team has over 23 years of experience working with exceptional mutual fund managers like Dimensional Fund Advisors and benefitting from the research of outstanding academics such as Eugene Fama, Ken French, William Sharpe, Robert Merton, and Daniel Kahneman, and others.We currently manage approximately $900 million. Equius Partners is located in Novato, California, about 25 miles north of San Francisco.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.To find out more, visit www.equiuspartners.com
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Headquarters:3 Hamilton Landing Suite 130, Novato, California, United States
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Phone Number: +1 415-382-2500
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Website: https://www.equiuspartners.com
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Employees:16
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Revenue:$10 - 50M
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Legal Name:Equius Partners, Inc.
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Equius Partners, Inc.
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Where are Equius Partners, Inc.'s Headquarters?
Equius Partners, Inc.'s Headquarters are in 3 Hamilton Landing Suite 130,Novato,California,United States
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What is Equius Partners, Inc.'s phone number?
Equius Partners, Inc.'s phone number is +1 415-382-2500
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What is Equius Partners, Inc.'s official website?
Equius Partners, Inc.'s official website is https://www.equiuspartners.com
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What is Equius Partners, Inc.'s Revenue?
Equius Partners, Inc.'s revenue is $10 - 50M
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What is Equius Partners, Inc.'s NAICS code?
Equius Partners, Inc.'s NAICS code is 523930
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How many employees are working in Equius Partners, Inc.
Equius Partners, Inc. has 16 employees
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What is Equius Partners, Inc.'s Industry?
Equius Partners, Inc. is in the industry of Investment Management
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Who is Equius Partners, Inc.'s Chief Operating Officer?
Equius Partners, Inc.'s Chief Operating Officer is Nick Humphrey