![]() ![]() EQIS makes it possible through fractional share technology* and advanced portfolio design and construction techniques for investors with as little as $25,000 to access the same sophisticated investment strategies as high net worth investors. Over 60 of high-net-worth investors want more personalization in their wealth management relationships. Firms that choose to comply with the Global Investment Performance Standards (GIPS®) must comply with all applicable requirements of the GIPS standards, including any Guidance Statements, interpretations, and Questions and Answers (Q&As) published by CFA Institute and the GIPS standards governing bodies. ![]() With institutional account minimums typically starting at $500,000 or more and highly diversified multi-manager portfolio minimums requiring $5 million or more, smaller investors have historically been barred from access to this investment management style. That changed many years ago when EQIS revolutionized access, providing investors large and small highly diversified multi-manager portfolios consisting primarily of individual securities. From dedicated due diligence, asset allocation and capital market research, portfolio management, and portfolio operation specialist teams, the EQIS investment team is focused on the investment portfolio so you can focus on your clients and. and international asset classes to diversify each portfolio’s sources of risk and return, whether that is from domestic or international corporate earnings, interest rates, inflation, or currencies. The average investor has typically been able to achieve broad diversification only through the use of pooled investment vehicles such as mutual funds and exchange traded funds, while the high-net-worth investor has had access to more investment instruments, strategies and programs. We are proud to offer an institutional and systematic approach to each aspect of the investment process. Said differently, Schwab Intelligent Portfolios invests in a variety of U.S. At EQIS, we believe every investor deserves the same access to investment opportunities and risk protections. ![]()
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