By forming Equilibrium Wealth Management, LLC. we had the opportunity to enhance our client service and investment management capabilities. We created a strategic alliance with LPL Financial and we offer our investment advisory services through HighPoint Planning Partners in Downers Grove, Il. Our value proposition is based upon our years of investment industry experience and our dedicated client-focused approach to service. We were founded on the strong believe that there needs to be a… Show more By forming Equilibrium Wealth Management, LLC. we had the opportunity to enhance our client service and investment management capabilities. We created a strategic alliance with LPL Financial and we offer our investment advisory services through HighPoint Planning Partners in Downers Grove, Il. Our value proposition is based upon our years of investment industry experience and our dedicated client-focused approach to service. We were founded on the strong believe that there needs to be a balance between return, risk and capital preservation. We create investment strategies that match each client’s personal tolerance for risk.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC please see the 'Contact Info' section above. Investment advice offered through either LPL Financial or Highpoint Advisor Group, Registered Investment Advisors. Equilibrium and HighPoint Advisor Group are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered Show less

Equilibrium Investment Management is an investment management practice founded on the firm belief that there needs to be a balance between the search for return, the risk it takes to get that return and the constant concern for capital preservation. We take an institutional approach to portfolio management which simply means we have the expertise to take advantage of the complete "menu" of investment products, going beyond stocks, bonds and cash.

Consulted financial consultants,registered investment advisors and their clients on the use of alternative investments.Man Investments is one of the world's largest providers of alternative investments which includes hedge funds, managed futures and principal protected products. These non-traditional investments are typically used to help create a better risk/reward portfolio return.

Consulted the financial consultants of major brokerage firms and their clients on the use of convertible securities as an asset class. Calamos Investments is a pioneer in the strategic use of convertible securities to improve the risk adjusted return of a diversified portfolio.