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Outsourced Chief Investment Officer (OCIO)

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You maintain your existing relationships with the benefit of fiduciary oversight and guidance.

We help you keep more of your wealth.

Services

WealthEQ provides non-discretionary investment advisory and discretionary investment management services to UHNW families and family offices.  We develop and manage custom portfolio solutions and/or work with your existing wealth managers and advisors to optimize portfolio outcomes after fees and taxes.

Holistic View of Net Worth 

Public investments, alternatives, real estate, and collections.

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Investment Advisory and Portfolio Management

Discretionary and non-discretionary investment services.

Real Time Reporting

Client portal with access to portfolio data that updates in real time.

Comprehensive Relationship and Portfolio Analysis

Analyze and compare managers based on return, risk, diversification, fees, and taxes.

Family Office Reporting and Analytics

Detailed reporting on every asset that you own.

Digital Document Vault

Secure document vault for all financial files.

Tax and Fee Efficient Investing

Portfolios designed with the primary goal of clients keeping more of their money after fees and taxes.

Private Market Access

Invest in private equity and credit, venture capital, real estate.

Fixed Fees

Fixed fee that is reduced in years 1-3.  Fixed fees are in the best interest of clients.

WealthEQ works with cutting edge technology providers that are leading adopters of  artificial intelligence and automation.

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