Investment Solutions Quantified

Put our expertise to work for you.

EQM Solutions for Advisors

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Advisor

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Our managed ETF model
solutions enable advisors to focus
on servicing client needs.
EQM Solutions for Individuals

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Individual

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Use our risk-aligned ETF models,
powered by Riskalyze, to help you
achieve your financial goals.*
*Riskalyze is a financial technology company that provides software for financial advisors with tools for analyzing investment risk.

How Our Optimized ETF Portfolio Models Work

Investment Solutions tailored to what you need.

Our Partners

EQM Partner | charles SCHWAB

EQM Partner | Folio Institutional

EQM Partner | Interactive Brokers

EQM Partner | riskalyze

Our Indexes

EQM INDEXES
Disclosure
EQM Capital, LLC (“EQM”) is a California registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. EQM may only conduct business in those states and jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. The purpose of this web site is to provide general information on our products and services only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice over the Internet. Any communications with prospective clients residing in states or jurisdictions where EQM is not registered or licensed shall be limited so as not to trigger registration or licensing requirements.
Investing in securities carries risk, including the risk of loss of principal investment. Different types of securities involve varying degrees of risk. In addition, past performance is not an indication of future returns. There is no guarantee that EQM Capital’s model portfolios will continue to meet their objectives and/or provide positive performance.