Eqis Capital Management, Inc.
EQIS Capital Management, Inc. is a Turnkey Asset Management Platform (TAMP) founded in 2007 and headquartered in San Rafael, California. The firm provides technology-enabled asset management and practice management solutions for independent financial advisors and registered investment advisors (RIAs), allowing them and their clients access to a wide range of institutional asset managers, portfolio models, operational support, and retirement plan services. EQIS employs 51-200 people and is focused on empowering advisors with sophisticated tools and resources to deliver optimal outcomes for their clients.
Investment Strategy
EQIS Capital Management offers a technology-driven Turnkey Asset Management Platform (TAMP) that enables financial advisors to access diversified, goal-driven portfolio models through both proprietary and third-party investment managers. Their approach is centered on customized investment portfolios based on each investor’s unique situation, delivered through advisors who leverage EQIS’s operational and reporting infrastructure. Strategies focus on providing broad diversification, access to institutional managers, active and passive portfolio options, and transparency in holdings and performance tracking. EQIS also supports white-labeled advisor solutions and comprehensive outsourcing to drive efficiency and superior client outcomes.
Top Holdings
Equity Positions (724)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 4.67% | $58.5M | 94,620 | $451.17 | $617.85 | +$3.8M |
D DUHP | DIMENSIONAL ETF TRUST | 4.51% | $56.5M | 1,587,713 | $30.94 | $35.56 | +$11.5M |
D DFUS | DIMENSIONAL ETF TRUST | 3.56% | $44.6M | 665,448 | $63.21 | $67.02 | +$26.5M |
D DFIC | DIMENSIONAL ETF TRUST | 2.54% | $31.8M | 1,022,873 | $26.38 | $31.09 | +$7.1M |
V VTV | VANGUARD INDEX FDS | 2.49% | $31.2M | 176,275 | $154.88 | $176.74 | -$9.4M |