RIA:  At Equity, we offer flexible solutions and pricing structures to registered investment advisors (RIAs). We customize our services for your firm, no matter what size it is. Our unique custody and back-office solutions provide you with a suite of technology options that integrate with your existing systems. Best of all, we guarantee in writing that we will never compete with you for your clients.

Hybrid: Are you a dually registered firm? Equity will work with you to create an efficient, fee-based business model. With our advanced technology and back-office products and services, Equity can help you create a plan that fits your business, no matter what size it is.

Breakaway: Thinking about going independent but you’re not sure of all the details? Talk to us! Equity will assist you with coordinating the entire process. Our consultants will provide assistance in order to help you establish your firm, create a transition plan for maximum client retention and more.

Turnkey Asset Management Program: If you offer a Turnkey Asset Management Program (TAMP) or would be interested in establishing one, Equity offers tools and services to take many of the back-office duties off your shoulders and give you more time and flexibility to do what you want to do. For example, whether you incorporate mutual funds, equities or ETFs in your investment strategies, Equity uses leading-edge technology to create efficiencies to run your model portfolios

Broker-Dealer: If you are an independent broker-dealer who either has a current fee-based program or are looking to create one, Equity will work with you to create customized back-office and custody solutions. We can provide your firm with the capability to run a fee-based program without the capital investment of technology systems or numerous additional resources for back-office functions. Our firm can also customize and private label your program. Talk to us about multiple manager, in-house and other hybrid programs.