Equity Concepts LLC

United States · 29 Employees
In 1991 Equity Concepts was founded by Michael Thaler. John Robinson joined the firm shortly thereafter and together they set out to build a financial services firm focused on exceptional service and institutional investment access. These ideals are reflected in their mission statement: "To enable our clients to become the best possible stewards of what God has entrusted to them."​ This vision has led Equity Concepts to both substantial growth and success. This strategic focus allows Equity Concepts'​ clients to gain the most from a relationship with the firm. Equity Concepts provides comprehensive investment and financial services to individuals, families, businesses and institutions. Our primary goal is to not take a beating in the market. Most people in the wealth management industry only have one goal, which is to beat the market. This results in taking unnecessary risks and ultimately it undermines the foundation goal of wise stewardship. While we strive to beat the market over time, our primary goal defines us and sets us apart in how we approach managing money. We closely manage portfolio volatility with a keen focus on actual return vs. average return. We are positioners and not predictors. It's important to position a portfolio to be protected from the downside of the markets, and yet to have potential and possibility of the upside of the markets. We have an expertise in alternative investments that are not correlated with the markets. When it comes to investing, managing portfolio volatility is the foundation of long term success. When it comes to wealth management we are committed to investing in each one of our clients' full potential. Equity Concepts is located at 2550 Gaskins Rd. Henrico, VA 23238. Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors,Inc., a Registered Investment Advisor. Cambridge and Equity Concepts, LLC are not affiliated.

概述

国家 United States
成立时间 1991
总部 2550 Gaskins Road, Henrico, Virginia 23238, US
电话号码 +1804-285-4463
网站 http://www.equity-concepts.com
LinkedIn http://www.linkedin.com/company/equity-concepts-llc
Twitter https://twitter.com/equityconcepts
Facebook https://www.facebook.com/equityconcepts/
员工数 29
行业 financial services,
简介 Seltzer Financial Strategies An affiliate of Equity Concepts Vast reach and deep roots. Since 2004, Seltzer Financial Strategies has been an important part of the central Pennsylvania community by serving the families and individuals with their wealth management needs. Our roots stretch back to 1991 when Equity Concepts was founded…

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常见问题

Equity Concepts LLC 在哪里?

Equity Concepts LLC 的总部位于 2550 Gaskins Road, Henrico, Virginia 23238, US

Equity Concepts LLC 的电话号码是多少?

Equity Concepts LLC 的电话号码是 +1804-285-4463

Equity Concepts LLC 的官方网站是什么?

Equity Concepts LLC 的公司官方网站是 http://www.equity-concepts.com

Equity Concepts LLC 是做什么的?

Seltzer Financial Strategies An affiliate of Equity Concepts Vast reach and deep roots. Since 2004, Seltzer Financial Strategies has been an important part of the central Pennsylvania community by serving the families and individuals with their wealth management needs. Our roots stretch back to 1991 when Equity Concepts was founded…

Equity Concepts LLC 的业务有哪些?

wealth management,financial planning,risk management,asset management,tax planning,estate planning

Equity Concepts LLC 的年收入是多少?

Equity Concepts LLC 的收入是 12100000美元

Equity Concepts LLC 有多少员工?

Equity Concepts LLC 有 29 名员工

Equity Concepts LLC 属于哪个行业?

Equity Concepts LLC 从事以下行业: financial services

Equity Concepts LLC 使用什么技术?

Equity Concepts LLC 使用的一些流行技术包括: Domo,Google Analytics,Google Font API,Google Maps,Google Tag Manager,Gravity Forms,Mobile Friendly,Nginx,Outlook,Sisense,Splunk,Wistia,WordPress.org

如何联系 Equity Concepts LLC?

Equity Concepts LLC 联系信息: 电话号码:+1804-285-4463, 网站:http://www.equity-concepts.com, 邮箱:pam***@***.com

Equity Concepts LLC 的社交媒体链接是什么?

Equity Concepts LLC 领英:http://www.linkedin.com/company/equity-concepts-llc,fackbook:https://www.facebook.com/equityconcepts/,twitte:https://twitter.com/equityconcepts

Equity Concepts LLC 是一家上市公司吗?

不是

Equity Concepts LLC 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 Equity Concepts LLC?

Equity Concepts LLC 有 0 家投资者,包括 。

员工

Rhonda Dole

Relationship Associate

Sarah Kyle

Strategic Assistant

William Saunders

Chief Relationship Officer

Susan Robinson

Financial Accountant

Barbara

Client Services Associate

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