Dynamic Markets Require Dynamic Solutions
Market environments can be complex and confusing. Our ETF models for financial advisors are designed to adapt to changing market environments with a forward-looking focus and a managed, model driven approach.
EQM’s ETF Model Portfolio Solutions require minimal trading and can be implemented on the custodial platform of your choice delivered via secure email, FTP, model delivery platform, or for individual clients, invested directly on the Charles Schwab, Interactive Brokers, or Folio platforms.
A key benefit of selecting EQM Capital to provide investment management services is that it frees up valuable time which advisors can use to focus on increased client service and new asset gathering activities.
Empowering Innovative Advisors
Serving a full-range of investor needs, our modular and risk-based models are easy to implement and align with your client’s risk tolerance and objectives.