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Founded on the principle of reinventing wealth management so that it better suits the American investor, EQIS is becoming one of the fastest growing fee-based turnkey asset management platforms (TAMPs) today. By focusing on ways to improve the relationship between financial advisors and investors that have $25,000 or more in investable assets, EQIS provides solutions for asset management that put you, the advisor, and your clients on the same side of the table. Specifically, the EQIS solution provides investors with access to many of the same investing advantages that ultra-high net worth investors have enjoyed for decades - including separately managed accounts (SMAs) with multiple institutional money managers, broad diversification, transparency, and tax efficiency. On a mission to intersect sophistication and ease of use for both investors and Financial Advisors, EQIS allows you to spend more time with your clients, and less time managing their money for a better overall outcome.
Softwise Inc is a Provo, UT-based company in the Financial Services sector.
Stavis, Margolis Advisory Services Inc. is a Houston, TX-based company in the Financial Services sector.
Investors Bancorp, Inc. is the holding company of Investors Savings Bank (the Bank), a New Jersey chartered savings bank.
At Pioneer, each and every employee has taken the vow to provide you with our PROMISE. We promise to be professional and reliable. We will present you with opportunities and make your banking relationship with us a meaningful one.