Philosophy

Equinox Wealth Management provides structured portfolio management with a focus on asset allocation. We specialize in designing diversified portfolios tailored to each Client’s personal profile, time horizon, risk tolerance, goals and objectives, both long and short term, to maximize preservation of capital and post-tax total return. All recommendations and portfolio decisions are non-discretionary and are made in partnership with the client. Financial Planning and Fixed-Income Management services are included in advisory fees.