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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.

With Equity, you will enjoy:

  • Leading-edge portfolio modeling through a platform that supports mutual fund, equity and ETF trading
  • Flexible custody solutions for traditional assets including mutual funds, equities, ETFs and bonds, as well as alternative investments such as limited partnerships, private placements, REITs, gold, silver, real estate and more
  • Exceptional personal service model that includes a dedicated Relationship Manager who knows your company and its business needs – when you call us, you won’t be transferred to a call center
  • Technology that makes running your business more efficient and streamlined
  • Extensive proposal generation and research tools
  • Automated Investment Policy Statement creation
  • Integrated portfolio management system (or we can support downloads to your existing PMS)
  • Comprehensive back-office services such as performance reporting, reconciliation, billing and more

Equity is setting the new standard in
Relationship Management

At Equity, we are passionate about providing you with everything you need to grow and enhance your business, starting with your Relationship Manager. Others may claim to provide Relationship Management, but you’ll notice a real difference at Equity. To start with, you’ll never waste time talking to a call center representative because no matter what size your business is, you will work with a dedicated Relationship Manager who knows you and understands your business. Your Relationship Manager is devoted to helping your company thrive and will work to ensure that every question is answered and every need is met. Relationship Management is about more than just how we answer our phones; it is a cultural approach that starts at the top – with Equity Advisor Solutions’ President, Sean Gultig – and works its ways down. Sean stands by the promise of providing incomparable service and is available to speak with you personally.
Equity is here exclusively to serve you,
not compete for your clients
At Equity, we will never try to take your clients from you by offering competing products or services. Our focus is exclusively on working with you and helping to expand your business. Equity does not offer any retail or proprietary investment products and does not provide investment, tax or legal advice; nothing to compete with you for your clients.
Equity offers solutions throughout the life of
your business
Wherever your company is in the business cycle – starting up, changing your business model, expanding or preparing to sell or retire – we have solutions for you. In addition, we show all of our clients how much we value them by making available the same extraordinary customer service and top-notch technology, process and business domain expertise to everyone, no matter the size of their business.

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