EQIS Allocations
Scientifically-Engineered (EAS-E)

For years the average American has had to fight to gain access to the investment methods of the ultra wealthy, including separately managed accounts with multiple institutional money managers, broad diversification, transparency, and tax efficiency.

But with EQIS, Main Street Americans with $25,000 or more to invest are closer than ever to achieving their dreams. And now, it’s easier than ever for your clients to achieve their goals.


The EAS-E model portfolios span the spectrum of investment philosophies  - from strategic to tactical - and all allocations are scientifically engineered. The allocations, which are managed by EQIS, are rigorously and methodically derived, primarily based on academic theory and evidence, but also based on in-house scenario analysis, computerized mathematical simulations, and our own proprietary quantitative modeling.

These pre-built, EQIS managed models could help you:

  • Increase your practice efficiency with easy-to-use professional asset management,
  • Save time so you can focus on your client relationships,
  • Prevent clients from emotional investing with scientifically engineered portfolios,
  • Serve clients at all life stages with portfolios made for both accumulation and distribution modes,
  • Help clients of all sizes and tolerances because the portfolios are built to be client-centric, and
  • Potentially provide clients with better returns and lower risk because the portfolios are comprised of institutional style investments

Are you ready to reinvent wealth management (again)?

For more information, please contact your Business Consultant directly.

*EQIS may make allocation and manager changes to the model portfolios from time to time.