Equipped with robust planning capabilities, our team of Certified Financial Planner™ professionals provide highly tailored service depending on your needs.
Financial Planning
Develop a comprehensive financial plan that addresses all of your needs from your goals to your cashflow to your legacy planning.
Investment Management
At Aequus, we believe in creating an allocation that is aligned with the client’s financial plan. Additionally, we believe in managing investments similar to the larger institutional investors, focusing on downside risk and utilizing strategies that focus on wealth preservation and appreciation.
Risk Management
Insurance solutions that minimize one of greatest risk to a client’s financial well-being: life’s unexpected events.
At Aequus we value philanthropy for our team members, firm and clients. We offer a range of Donor Advised funds to meet the philanthropic needs of our clients. We help clients find organizations that are aligned with their values and make introductions when appropriate.
For foundations, we leverage our planning and investments to strive to meet the needs of the foundation. Our cash management solutions assist foundations that are dependent heavily on cash from donations or annual event. We provide donor and development education opportunities. We want the foundation we work with to not only grow organically from our investment planning, but we want them to succeed in achieving their vision by growing their donor base when appropriate.
Aequus reviews any current trust and legacy documents. Aequus works with your current trust and estate professional. Beyond current documentation review, Aequus can help secure services for drafting of new documents. In addition, Aequus, through Kestra and Fidelity, works with a collection of trust banks for corporate trustee services.
Life Advisory
Aequus doesn’t look to simply manage a client’s investments; we are here to help manage any aspect of a client’s life. Whatever those needs are, travel ideas, purchasing a new home, a business transaction, we are here to leverage our firm’s network to meet those client’s needs.
Asset Aggregation & Reporting
Our technology enables us to aggregate all of a client’s assets and investments in the Client Hub giving complete transparency to a client’s current holding across multiple banks, investment houses and platforms.
Family Office Services
Our comprehensive planning and reporting enable us to create a family office for clients when warranted assisting in bill pay, asset management, and other services particular to the family office structure. Our diligence team helps ensure that we offer the best of class managers, both in the public markets and private.
Because we know that financial planning can be stressful and confusing.