501 Deep Valley Drive, Suite 202,,
Rolling Hills Estates,
Admittedly, we can’t offer you everything the big firms do. Based on our experience, we certainly cannot offer the regimentation, not the layers of bureaucracy, or not some obscure investment product, ancillary service, or recognition program. We compensate, however, for these shortcomings by providing an environment that nurtures the entrepreneurial spirit and desire to be the best versions of ourselves.
At EQ, we cherish our independence. We don’t preach or indoctrinate. We don’t mandate or micro-manage. We respect our colleagues and collaborate with each other. We rethink, innovate, refine, and learn new ways to improve our skills and the impact we have on our clients. Together we make each other better advisors and better people.
ESG is more than an investment choice at EQ. It’s the choice to pursue Excellence and abhor mediocrity; it’s the choice of Stewardship, to place our clients’ needs ahead of all else; and it’s the choice to be Generous with our time, resources, and responsibility to make the world a better place.
EQ strives to provide clients with objective, unbiased, cost-effective advice and guidance relating to all four cornerstones of wealth: Investments; Borrowing and Liability Management; Non-Portfolio Risk Management; and Estate Planning and Fiduciary Services. This promotes stronger and more enduring client relationships.
Practicing at EQ is fulfilling, meaningful, financially rewarding and fun. If it wasn’t, we wouldn’t say it. If you are looking for an experience like that – professionally and personally; and if you would like to discuss what that may mean for and your clients, please let’s start a conversation. Let’s get to know one another, and then we can determine what to do next, if anything. Sound fair?