Partner I Wealth Manager
CurrentFor our families and institutional clients, we understand that poor market performance doesn't change one's needs, goals and objectives; and we recognize that traditional forms of investment theory have proven riskier and less effective in today's market environment than in years past. Over the last decade industry leaders have made substantial changes in their risk management and asset allocation models to help improve performance and reduce volatility. Yet many institutions and private… Show more For our families and institutional clients, we understand that poor market performance doesn't change one's needs, goals and objectives; and we recognize that traditional forms of investment theory have proven riskier and less effective in today's market environment than in years past. Over the last decade industry leaders have made substantial changes in their risk management and asset allocation models to help improve performance and reduce volatility. Yet many institutions and private investors continue to accept the "Lost Decade" as an unavoidable reality in their portfolios. Our goal is to communicate and implement the latest, most effective portfolio and risk management techniques currently utilized by the world's most well respected institutions. Canon Hickmancanon@equity-concepts.com (o)804-355-7424Carytown Office24 S Auburn AveRichmond, VA 23221www.equity-concepts.comWest End Office2550 Gaskins RdHenrico, VA 23238"Our mission is to help our clients understand their purpose and position them financially to live it out."Registered Representative, Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge and Equity Concepts are not affiliated.Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/ Dealer, Member FINRA/ SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Equity Concepts are not affiliated. Show less
