Legal Disclosures

Equius Partners, Inc. (“Equius”) is a SEC registered investment advisor. SEC registration does not imply a certain level of skill or training, nor does it imply endorsement by the SEC.Equius does not attempt to furnish personalized investment advice or services through this website.  Past performance is not a guarantee of future results. The data and information set forth herein are provided for educational purposes only and should not be considered tax, legal or investment advice; a solicitation to buy or sell securities; or an opinion on specific situations – as individual circumstances vary.  You should consult your own tax, legal and accounting advisors.

There is no guarantee an investing strategy will be successful or that any existing or prospective client will experience a certain level of results if they engage our services. Investing involves risks, including possible loss of principal. Diversification does not eliminate risk, including the risk of market or systemic loss.

Please consider the investment objectives, risks, and charges and expenses of any mutual fund, and read the prospectus carefully before investing. Indexes are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio.

Marketing Materials

Equius Marketing Materials & Informative Media Publications

Equius’ marketing materials, including any and all media publications and/or releases such as informative/topical videos, market analysis, opinions, posts, newsletters, blog posts, presentations and/or summaries should not be construed by any existing or prospective client as personalized investment advice or services, unless so indicated.  Past performance is not a guarantee of future results. Such data and information are provided for educational purposes only and should not be considered tax, legal or investment advice; a solicitation to buy or sell securities; or an opinion on specific situations, or as a guarantee that they will experience a certain level of results if they engage our services – as individual circumstances vary.  Such marketing material may include lists or rankings published by magazines, including, without limitation, CNBC, or other third-party service providers and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor.

CEFEX Disclosure

The Centre for Fiduciary Excellence, LLC. (“CEFEX”) is an independent certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors, and managers. CEFEX certifications help determine trustworthiness of investment fiduciaries. Equius Partners, Inc. first obtained its CEFEX certification in November 2017, and has been recertified every year since. In order to achieve certification, Equius pays an annual assessment fee of approximately $6,900. These fees are a requirement for certification and cover the cost of CEFEX’s independent audit. The fees paid do not have any bearing on the outcome of the assessment. For more information on CEFEX, please go to

Web Site Services Agreement

By Your Use Of Our Site:

Your use of this site is provided on an “AS IS” and “AS AVAILABLE” basis. To the full extent permitted under applicable law, Equius expressly disclaims all warranties of any kind, whether expressed or implied INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, ACCURACY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

Equius makes no warranty that:

  1. This site will meet your requirements
  2. This site will be uninterrupted, timely, secure, or free of viruses, errors, omissions, or other harmful components.
  3. The results that may be obtained from the use of this site will be accurate or reliable.
  4. The quality of any information or other materials obtained by you through this site will meet your expectations.
  5. Any errors or omissions on this site will be corrected.
  6. The data and materials presented or displayed on this site are correct, complete, accurate, or reliable.

Any content or data downloaded or otherwise obtained through the use of this site is done at your own discretion and risk. Further, you agree that any such information will be used for non-commercial, personal use only, and that you will retain all copyright and other proprietary notices contained on the materials. You may not use, distribute, modify, transmit, or post any content for public or commercial purposes. You will be solely responsible for any damage to your computer system or loss of data that results from the download of any such content.

Equius is not responsible for the collection, use or security of information by companies or organizations outside of Equius that may be linked to our websites. Links to non-Equius sites are provided for convenience only and are accessed at your own risk. The information available on these sites has been produced by unaffiliated third parties and Equius does not guarantee its timeliness, sequence, accuracy, adequacy, or completeness and make no warranties with respect to results to be obtained from its use. Any opinions or recommendations expressed therein are solely those of the third-party information providers and are not the opinions or recommendations of Equius. No endorsement of third-party products, services or information is expressed or implied by any information, material or content referred to or included on, or linked from or to this website. Under no circumstances should the information be construed as an offer to sell or solicitation of an offer to buy a particular security. You are encouraged to read the privacy policies of websites reached through the use of links from the Equius website.


Please contact Equius at 415-382-2500 or 800-826-4015 to find out more about these legal disclosures.



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