Focus on Your Clients. We’ll Focus on Your Modeling.
Our disciplined approach helps avoid the pitfalls associated with tactical or market-timing fads.
We design and monitor our model portfolios using a strategic asset allocation methodology. Our Investment Committee thoughtfully considers a range of asset classes for inclusion in each model portfolio. We focus on long-term factors affecting investment growth as well as the proper risk balance for an optimized portfolio.
Our portfolio construction process involves both math and art. This process enables our Investment Committee the freedom to adjust portfolios as markets dictate. Our models are optimized for Sharpe Ratio* to assure the best balance of risk and return.
*The Sharpe Ratio was developed by Nobel laureate William F. Sharpe and is used to help investors understand the return of an investment compared to its risk. The ratio is the average return earned in excess of the risk‐free rate per unit of volatility or total risk. Volatility, also referred to as standard deviation, is a measure of the price fluctuations of an asset or portfolio.
A Turnkey Approach
Our risk-based models provide turn-key solutions aligned with a client’s risk score.
Our Proprietary Process
EQM Capital uses preset criteria to clearly identify the most qualified ETFs suitable for inclusion.
RISK-BASED MODELS OVERVIEW
Advisors can tap into EQM Capital’s Managed ETF Portfolio Model Solutions to meet a client’s investment goals and specific risk profile.
We understand that managing investments is just one part of our clients’ needs. That’s why we believe outsourcing this crucial aspect of your role as a financial advisor can have important benefits: