EQIS Capital Management Named to The Trust Advisor 2016 America's Best TAMPs List

Share Article

List Features a Cadre of Prestigious and Highly Distinguished TAMPs

News Image
This inclusion confirms that EQIS’s vision, mission and platform are perfectly aligned and in synchrony with the evolution of the wealth management industry." Scott Winters, CEO, EQIS

EQIS Capital Management, Inc., a leading turnkey asset management platform (TAMP), announced today that The Trust Advisor, America’s leading wealth management e-newsletter, has named the firm to the 2016 America’s Best TAMPs list.

“We are pleased and proud about the inclusion of our firm in this cadre of prestigious and highly distinguished TAMPs,” stated Scott Winters, EQIS Chief Executive Officer. “This confirms that EQIS’s vision, mission and platform are perfectly aligned and in synchrony with the evolution of the wealth management industry.”

In its research, TrustAdvisor maintains that despite the uneven growth at their inceptions, TAMPs have turned the corner and are ready to become the dominant model of investment management within the retail management space. It also labels TAMPs as a marvel of technology, enabling practices that just a few years ago were available exclusively to the wealthiest investors. The study concludes that the future of TAMP wealth management could not be brighter, as TAMPs are the win-win solution mirroring everything that will move the advisory profession forward.

“EQIS’s mission is to modernize the way America invests by making Separate Managed Account [SMA] strategies available to mainstream investors,” continued Scott Winters. “Furthermore, the automated administration and portfolio customization that differentiate our technology empower financial advisors with a unique level of investment sophistication and the ability to save time, increase efficiency and maximize the growth and profitability of their practices.”

Founded in 2007, EQIS’ core mission is to help individual investors achieve their financial goals. The firm’s proprietary technology enables individuals and families to avail themselves of many of the same investing advantages that institutional and high-net-worth investors have enjoyed for decades. These include access to leading institutional money managers, broad diversification across asset classes, tax-loss harvesting, and enhanced transparency. The EQIS platform delivers these advantages at lower costs than mutual funds and lower account minimums than peers.

About EQIS
EQIS is a fee-based turnkey asset management platform (TAMP) serving financial advisors by providing investors access to many of the investment strategies historically available only to high net worth individuals and institutions. EQIS’s technology provides access to multiple institutional style money managers via directly owned securities in separately managed accounts, with an account minimum of only $25,000. EQIS’s automated administration and portfolio customization allow financial advisors to spend more time with clients, helping to accelerate their practice’s growth and profitability.

For more information on EQIS, please visit http://EQIS.com.


Mark C. Leonard, 800-949-9936 x770

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Claudio Pannunzio
Visit website