Equus Private Wealth - About
We are a registered investment advisor that has been serving clients for 15 years. We specialize in municipal bond and custom diversified portfolios. We work with high net-worth families and family offices to create custom portfolios that match your unique needs.
Equus' specialty is high-yield municipal bonds which we use as a foundation for all income focused portfolios. These portfolios can be state focused to maximize post-tax income streams.
Equus' diversified portfolios aim to provide a sophisticated low-cost solution for broad market exposure that matches risk tolerances and liquidity needs of our clients.
Detectives of Opportunity
We believe in seeing our municipal investments with our own eyes to give us added conviction in our lower and non rated holdings. We are researchers by nature and look for optimal portfolio allocations to maximize after-tax returns.
Equus takes pride in being an independent firm whose only incentive is to put client's interests firsts.
Have multiple brokerage accounts, 401ks, trusts, and estate assets? We have invested heavily in data aggregation that allows our clients to view their portfolios and holdings on one platform.
Our dedication to providing the best service in the industry is a backbone in our firm's values. With our limited client base we can spend extensive time to understand our client's unique needs.
CFA Charter Holders
Years Leadership Experience
Years Serving Clients