Our Investment Philosophy

Our Investment Philosophy

Our Investment Philosophy

EQ is optimistic about the future – maintaining a strategic mindset, yet tactical when circumstances warrant.

We believe successful, long-term investing requires the discipline and self-control to:

  • Not chase past performance.
  • Not try to time the market.
  • Not be influenced by market “noise.”
  • Not make rash decisions unduly influenced by emotions.

Our Investment Process

We help a select group of clients build, manage, and protect their wealth by –

  • Developing investment plans that serve their unique and evolving needs and ability to assume risks.
  • Broadly diversifying portfolios of investments selected through evidence-based research and stringent due diligence.
  • Utilizing cost-effective and tax-efficient investment solutions and strategies.
  • Monitoring and evaluating the performance of their plans and suggesting adjustments as necessarily based upon material changes in market conditions and material changes in the lives of our clients and their families.

Our advice is independent and tempered with a conservative, cost-conscious approach.