Headquartered in Denver, Colorado, Equity Advisor Solutions provides Registered Investment Advisors, Turnkey Asset Management Programs, Hybrid Firms, Breakaway Representatives and Broker-Dealers with custody and back-office solutions to enhance their services. Sophisticated Technology Offerings
We have the ability to integrate with most portfolio management systems. We offer a unique solution that
combines sophisticated portfolio modeling, a portfolio management system and a custodial system through one single platform. Flexible Investment Choices
Equity Advisor Solutions is an affiliate of Equity Trust Company, which as an independent trust company has traditionally offered a variety of flexible investment choices through its custodial platform ranging from standard assets like mutual funds, equities, ETFs and bonds to alternative investments such as real estate, hedge funds, REITs, private placements and more. No Proprietary Investment Products
Continuing in the tradition of flexibility, Equity offers access to a truly open architecture custodial model and does not offer any proprietary investment products. We Focus on Growing Your Business;
Not Competing For It
Our relationship with Advisors is our top priority and we guarantee that we will not offer products or services that compete with your business. Exceptional Personal Service
We know that to help you be successful in your business, we have to understand what you do and how you do it. That’s why we start by hiring people who know the industry and are dedicated to serving you. And no matter what size your business is, you’ll always have a dedicated Relationship Manager. You won’t be served by a call center at Equity Advisor Solutions.
