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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.
Founded in 1952, RubinBrown LLP is one of the nation`s leading accounting and professional consulting firms. The RubinBrown name and reputation are synonymous with experience, integrity and value. RubinBrown redefines the full-service experience by combining technical and industry expertise with a commitment to personal and high-level relationships.
Fox Investments is a Chicago, IL-based company in the Financial Services sector.
Fort Campbell Federal Credit Union is a Clarksville, TN-based company in the Financial Services sector.
Mill City Capital, L.P. is a private equity firm based in Minneapolis, Minnesota. Our firm was founded with a commitment to identifying, executing, and managing private equity investment opportunities through patience, market sector experience and focus, and relationships built over many years of operating in our core Midwest markets. We seek to create shareholder value by forming partnerships with management teams based on trust and integrity. Our disciplined approach, in which we focus on companies in our region operating in consumer and industrial sectors, which we know and understand, positions us to identify attractive investment opportunities and to generate superior returns for our investors.