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

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.

EQM Great Models Need Great Input

EQM Risk Based Models


EQM Risk Based Models

Explore Our Risk-Based Models

EQM Conservative Model
EQM Moderately Conservative Model
EQM Moderate Model
EQM Moderately Aggressive Model
EQM Aggressive Model

Advisor Benefits

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:

  • More time to spend with clients

  • Increased capacity

  • Repeatable investment philosophy and process

  • Improved operations and increased service offerings

  • More scalable business

  • Increased portfolio transparency and risk mitigation


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