eQuaTe is an independent investment firm that specializes in portfolio construction. We understand the difficult trade-offs that must be made between risk and return, and work closely with our clients to achieve the optimal balance of maximizing growth to meet long-term investment objectives while minimizing risk to preserve wealth.

The process of building investment solutions starts with a discussion with our clients, asking them the right questions to understand their goals. We take a team approach to the portfolio construction process: we act as architect to create the investment framework and design; as engineer to apply the proper science and math; and as contractor to pull these elements together into the finished product.

We apply this process methodically, and have a clear mission to do it right. Our goal is to meet our clients’ high expectations for strong and consistent returns, while having safeguards in place to manage volatility and downside risk.