US Asset Management Platform Adds Model Portfolios For Advisors

Tom Burroughes

14 July 2017

EQIS Capital, a US-based asset management platform for financial advisors is introduced model portfolios, with one designed to produce a steady income and another to sustain client distributions.

The products are the EQIS Strategic Income Portfolio and the EQIS Dynamic Distribution Strategy, the firm said in a statement. These new models complement the six existing EAS-E models that each have their own investment philosophy spanning the spectrum from strategic to tactical.

Each income model portfolio consists of multiple asset managers with varying methodologies. Each portfolio consists of equity income, typically large-cap companies that pay a dividend and also non-traditional asset classes that pay a dividend like real estate investment trusts and utilities. The fixed- income allocation will typically be a blend of US treasuries, corporates, high yield, and global bonds.

“We wanted to bring something to financial advisors that really simplifies their practice in the income management and distribution area, especially in this uncertain market environment,” EQIS Capital Co-Founder and CEO, Scott Winters, said. “We looked at the challenges advisors are facing for their clients and just didn’t see viable solutions in the marketplace,” Winters continued.

“We are in unprecedented times, equities are near all-time highs and interest rates are at all-time lows. On top of that we are about to see the largest transition of wealth in our country’s history. Social security won’t solve for the fact people are living longer, health care costs are on the rise, individuals have underfunded retirements, and yields are historically low,” Joel T Bennett, VP Business Strategy, said.
“We felt obligated to take these challenges head-on and provide advisors liquid modern solutions that just are not available to most investors,” Bennett added.