An exceptional approach for exceptional investors.
Leaving the herd has its benefits.

In the early 1990s, the founders of Equius Partners left the Wall Street herd to embrace a new approach based on the science of financial economics and behavioral finance and a recognition that markets have changed dramatically in the modern era.

This new way of investing is called Asset Class Investing. To realize its benefits requires a different view of markets, tireless intellectual curiosity, and a healthy dose of skepticism toward our industry, its experts, and its history. We and our clients share these traits enthusiastically.

There’s opportunity in simplicity.
Investing is not easy, but it should not be made complex.

One Wall Street firm advertises “There is opportunity in complexity.” This attitude pervades Wall Street. When investing is complex, you become dependent on “gurus” to invest your assets. We know how that worked out for Bernie Madoff’s clients. But how does it work out for clients of traditional investment advisors who aren’t crooks? Most fail to outperform a simple market index over time.

Equius Partners offers a fully transparent, focused, and modern approach to investing. Its principles are sound and easy to understand.

We handle the challenges associated with long-term investing and financial planning through effective listening and professional counsel aimed at changing behavior that has undermined investment progress in the past.

Talent. Redirected.
It’s time to leave old-school Wall Street behind.

Almost all investment advisors and financial planners offer investment solutions based on techniques first introduced in America over 80 years ago. The vast majority of these advisors fail to meet their primary objective: beating the annual return of a simple market index like the S&P 500 Index. And those who do beat the index (either from luck or skill) rarely sustain their success over time. Why? Because their approach to long-term investing has not evolved even though the financial markets and the science of investing have. So they keep playing a loser’s game with your money.

Equius Partners does not waste your time or your money on unsustainable, speculative strategies based on 1930s-era research. Since 1993, we've redirected talent toward understanding the history of financial markets, the evolution of financial economics research over the past 80+ years, asset class risk and return, your objectives and personal risk tolerance, and the impact bad behavior and complexity can have on expected returns.

By applying our talents in more appropriate and productive ways to the fruits of your talents, we can make a very positive impact on your future.

A Nobel Prize, well-earned.
A new awakening is occurring among serious investors worldwide.

After 80 years of overwhelming dominance, active management—stock picking, market timing, and other strategies based on predictions and forecasts—is giving way to a more modern, scientific, and disciplined approach to the challenges of long-term investing.

This paradigm shift is due, primarily, to the work of Eugene Fama at the University of Chicago. Professor Fama was awarded the 2013 Nobel Prize in Economic Sciences for his work on the efficient market theory. Fama, along with his colleague Ken French at Dartmouth, introduced additional research in the early 1990s that indicates markets are multidimensional (in terms of risk and return) and therefore long-term portfolio results can be improved through more thoughtful diversification among these dimensions.

Combining this knowledge with additional research on investor behavior by people like Daniel Kahneman at Princeton University, another Nobel Prize winner, Equius Partners has made a significant positive impact on our clients’ knowledge, attitude, confidence, and investment results for over two decades.

We share this knowledge with you in ways that treat you as more of a partner than a client.

Created with Sketch. John “Mac” McQuown Founding Chairman of Wells Fargo Investment Advisors “Modern finance is based primarily on scientific reasoning guided by theory, not subjectivity and speculation.”