Who We Are
EQM Capital, LLC is a California registered investment advisory firm dedicated to providing financial advisors and individual investors with risk managed ETF Model Portfolio solutions, along with thoughtful, relevant financial content designed to help support and achieve financial advisors’ goals.
We Are ETF Industry Thought Leaders
EQM Indexes, an affiliate of EQM Capital, is the thought leader behind several innovative indexes, that have been licensed to create Exchange Traded Funds (ETFs).
EQM Capital is staffed by financial services professionals with decades-long experience in ETF and traditional investment portfolio management.
We provide relevant and timely investment-related content to help financial advisors expand their business and enhance their position as a solutions provider to their clients. These include market commentaries, white papers, newsletters and articles, which are for distribution to clients and major financial media websites.
Insights and Resources
What We Do
EQM Capital’s managed ETF Portfolio Model Solutions are designed to assist independent investment advisors, wealth managers, and individual investors in meeting their investment goals. Our risk-managed, model-driven approach to wealth management, can help clients DEFINE, MANAGE, and ACHIEVE their goals.
Consider these additional benefits: