Equius Partners, Inc.

Equius Partners, Inc. is a SEC-registered investment adviser founded in 1983, specializing in providing investment advisory services to individuals, corporations, nonprofits, trusts, and pension plans. The firm focuses on tailored investment advice based on clients' financial objectives, risk tolerance, and investment time horizon. Equius recommends a mix of passively managed, low-cost mutual funds and ETFs to reduce unnecessary risks associated with active management. As of December 31, 2022, the firm managed over $1 billion in assets, with fees based on a percentage of assets under management. Clients are billed quarterly in advance, and fees are refundable if services are terminated mid-billing period. Equius Partners does not accept compensation for the sale of securities or products and does not impose performance-based fees. The firm's investment strategies are based on asset class investing and Modern Portfolio Theory, emphasizing diversification and long-term investment goals. Clients have investment discretion, and the firm does not vote on client securities. Equius Partners has no disciplinary events and maintains a Code of Ethics to ensure integrity and client-focused service.