Outsourced Chief Investment Officer (OCIO)
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.