SAN DIEGO--(BUSINESS WIRE)--San Diego-based RIA firm EQM Capital LLC, announces the launch of a new ETF Model Portfolio Solutions platform for investment advisors, wealth managers, and individual investors.
Expanding on its position as a thought leader in the financial services and ETF industry, EQM Capital is launching a suite of Asset-Based and Risk-Based ETF models. While there are a host of ETF issuers with their own ETF Model Solutions, EQM’s approach is unique in that it is “provider agnostic,” focused instead on a “best of breed” solution to optimally serve the investment needs of advisors and individual investors.
EQM’s Asset-Based models provide the modular building blocks for an asset allocation strategy. EQM’s Risk-Based models offer a turnkey, multi-asset approach, aligned with client’s risk objectives.
EQM Capital uses a proprietary process to clearly identify the most qualified ETF’s suitable for inclusion in their ETF models. Informed by EQM’s macro viewpoint, the ETF universe is quantitatively screened on a variety of factors and the ETF Models are optimized and aligned on a risk-reward basis. EQM Capital’s client risk assessments are powered by Riskalyze and also align with Riskalyze Risk Numbers.
“We are excited to share our ETF modeling expertise by offering both modular and turn-key solutions to help advisors and individual investors better utilize exchange-traded funds to meet their investment goals,” says EQM Capital’s founder and CEO Jane Edmondson. “Our ETF Model Portfolio Solutions platform builds on EQM’s unique leadership position in the industry as an ETF advisor and index developer, to serve an unmet need in the investment marketplace.”
Many advisors and investors may already be familiar with some of the successful products EQM Indexes helped develop and launch in the U.S. such as Online Retail, Blockchain, Lithium & Battery Technology and now in Europe with Global Online Retail and Solar Energy. This new business offering will expand access and distribution for those products and other great ETF products in the marketplace.
For more information, visit the EQM ETF Model Portfolio Solutions website at eqmetfmodels.com, or contact Tom Smith, CFA, EQM Capital’s Director of Business Development at tom@eqmcapital.com.
EQM Capital
EQM Capital LLC is a California registered investment advisory firm dedicated to providing financial advisors and individual investors with risk managed ETF Model Portfolio solutions, along with thoughtful, relevant financial content designed to help support and achieve financial advisors’ goals. EQM Capital is staffed by financial services professionals with decades-long experience in ETF and traditional investment portfolio management. We provide relevant and timely investment-related content to help financial advisors expand their business and enhance their position as a solutions provider to their clients. These include market commentaries, white papers, newsletters and articles, which are for distribution to clients and major financial media websites.
EQM Indexes
EQM Indexes LLC is a woman-owned firm dedicated to creating and supporting innovative indexes that track growth industries and emerging investment themes. Co-founded by Jane Edmondson, a former Institutional Portfolio Manager with nearly 30 years in the investment industry, our index design expertise spans a wide range of asset classes and financial instruments. We partner with issuers and work jointly with other index firms to provide benchmarks for Exchange Traded Products (ETPs) such as Exchange Traded Funds (ETFs), Exchange Traded Notes (ETNs), and other similar products. EQM Indexes LLC also assists firms on a fee basis to design and implement their index ideas.