Equinox Wealth Management

Overview

Equinox Wealth Management is a single-office, owner-operated registered investment adviser focused on fee-based portfolio management for individuals and small businesses. The firm runs predominantly discretionary mandates, applying a clear equity tilt across client portfolios and using separately managed account structures where appropriate. Its business model centers on a percentage-of-AUM fee schedule and direct management of client assets rather than large-scale institutional or pension consulting. The firm favors liquid, exchange-traded exposure as its primary allocation tool while supplementing portfolios with pooled vehicles when suitable. Equinox does not position itself as an ESG-driven manager and appears to target high-net-worth individual and family clients willing to maintain concentrated equity and alternative allocations within customized accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices