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The EQIS Service Pledge

You're Our type of Rockstar. 

That’s why we hold our Client Services team, and every interaction you have with them, to a higher standard of unparalleled, best-in-class customer service.

Without you EQIS wouldn’t have any reason to continue to reinvent wealth management, much less any reason to dedicate our time to it. That’s why at the core of EQIS there lays a very important value statement that defines everything we do. At EQIS we believe:

  • Everyone associated with EQIS is a family that depends upon and cares for each other.
  • In treating others as you wish to be treated.
  • In always doing our best to go the extra mile to say ‘yes.’
  • That honesty and integrity are paramount at all times.
  • In rejecting high-cost, outdated investment products in favor of client first solutions.

With the Service Pledge, our goal is to elevate your user experience to the next level by providing consistent, quality service that goes above and beyond to ensure you have everything needed to maximize your productivity.