We favor exchange traded and no-load funds that keep costs low for you and reduce risk in your portfolio.
Our criteria for investment selection:
Contribution to portfolio diversification
Consistency in adhering to a specific investment objective
Tax efficiency and cost
We believe risk is better rewarded when taken in the stock market versus the bond market. We select only highly rated individual bonds.
WHAT WE DO
Aequitas Wealth Management 5465 South Centinela Avenue
Los Angeles, CA 90066 (310) 956-3800 © 2005-2018 AEQUITAS WEALTH MANAGEMENT, LLC. All rights reserved.
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Aequitas Wealth Management, 5465 South Centinela Avenue, Los Angeles, CA 90066 (310) 956-3800 | © 2005-2018 AEQUITAS WEALTH MANAGEMENT, LLC. All rights reserved.