A Modular Investment Approach

Our asset-based solutions are professionally designed to provide stand-alone, à la carte, managed exposure to the individual building blocks of an asset allocation strategy. We provide a range of investment solutions to fit or complement any client’s risk profile, allowing you to achieve a variety of investment goals.

EQM Capital’s proprietary process uses preset criteria to clearly identify the most qualified ETFs suitable for inclusion in client portfolios.

EQM Asset Based ETF Models


EQM Asset-Based Models Overview

Explore Our Asset-Based Models

EQM FIxed Income Model
EQM Income Blend Model
EQM US Large Cap Equity
EQM International Equity
EQM US Small to Mid Cap Equity
EQM Megatrends Thematic Equity

Our Partnership with You

EQM Models do what they do best: provide investment research, selection and management, leaving you free to do what you do best: take care of your ever-growing book of clients.

Our Partnership with You
A Turnkey Approach

A Modular Approach

We provide the building blocks you need to support your asset allocation models.


Here Are Your Next Steps

Learn About EQM Capital

Find out how EQM Capital can help you grow your business.

Our Partners

EQM Partner | charles SCHWAB

EQM Partner | Interactive Brokers

EQM Partner | riskalyze