Joe Mooney

Internal Business Consultant at Eqis Reinventing Wealth Management

Joe Mooney's Professional Contact Details

Email (Verified)

****@eqis.com

Get Email Address

(800) 949-9936

Location

San Francisco, California, US

Company

Eqis Reinventing Wealth Management

Person Seniority

entry

Person Functions

business development

Joe Mooney's Current Company Details

Eqis Reinventing Wealth Management

San Rafael, California, US • 57 Employees

finance

EQIS is a fee-based turnkey asset management program (TAMP) that helps relationship-focused advisors provide middle-market clients with access to some of the same investment strategies high net worth investors have enjoyed for decades, including separately managed accounts with multiple institutional money managers, broad diversification and tax efficiencies. Until recently, such broad diversification was unattainable for the average investor without the use of ETFs or mutual funds because of the large account minimums (oftentimes well over $1M) typically associated with institutional money managers. EQIS makes it possible for investors with as little as $25,000 to gain some of those same advantages; Our purpose is to reinvent and democratize wealth management by providing the average investor access to the investment resources and asset management philosophies historically available only to ultra-wealthy: - Separately managed accounts, exchange traded funds, and limited mutual funds for a truly Unified Managed Account - Strategic asset management, tactical asset management, and hedging strategies through the EQIS Allocation Scientifically-Engineered (EAS-E) models - Over 75 asset managers and over 240 managed portfolios - The ability for advisors to pick and click an investment solution where the EQIS investment committee selects the asset allocation and the asset managers - And the flexibility for advisors to create their own asset allocation models with up to 25 asset managers of their choosing EQIS makes this possible by equipping advisors with the resources, technology, back-end research, optimization, and administrative tools and support they need to fully serve every client as if they're the largest. For more information, please visit www.public.EQIS.com or call us at (800) 949-9936.

Founded Year

2007

Organization Website

eqis.com

Organization Languages

English

Organization Revenue

25000

Alexa Ranking

645135

Current Technologies

route 53