Equity Management, Inc.

Overview

Equity Management, Inc. operates as a corporation focused on providing investment advisory services primarily to individuals and families. The firm specializes in portfolio management for small businesses and individuals, along with offering market timing services. While it does not actively engage in environmental, social, and governance (ESG) investing, it maintains a straightforward fee structure based on a percentage of assets under management (AUM) and hourly charges. The firm does not classify itself as a capital allocator and does not have affiliations with other advisory firms or pension consulting services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices