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.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 1155 North Service Rd West, Unit 11,canada
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.equatefunds.com
- HQ
- Oakville, Ontario
Equate Asset Management Inc. Questions
Equate Asset Management Inc.'s website is http://www.equatefunds.com
Equate Asset Management Inc.'s LinkedIn profile is https://ca.linkedin.com/company/equate-asset-management-inc.
Equate Asset Management Inc. has
7 employees.
View email and phone details for 7
employees at Equate Asset Management Inc..
Equate Asset Management Inc.'s industry is
Investment Management
Equate Asset Management Inc.'s top competitors are
Westcliff Asset Management,
Coach Adam,
Northland Wealth Management,
Cgov Asset Management,
Sfs Media,
Thornmark Asset Management,
Global Manager Research,
Global Investment Solutions (Gis),
Focus Wealth Management,
Solution Wealth Management.
Equate Asset Management Inc.'s categories are Investment Management
Equate Asset Management Inc.'s founding year is 2016
