SPECIAL ADVERTISING SECTION
Family matters. Releasing our clients from the fear and apprehension of
talking to their children about wealth allows engagement in meaningful
conversations. Our approach aligns your family’s goals, values and
resources with an enduring investment philosophy.
Since 1992, we have applied investment science and behavioral finance
to reduce stress and anxiety around investing. With the children of our
founders rounding out an experienced and dedicated team, we enable
multiple generations to learn about and implement a disciplined approach
to wealth. We assist the children and grandchildren of our clients in
understanding the principles and techniques necessary to preserve family
wealth in a responsible way.
Our unconventional investment experience eliminates mystery and
complexity. Equius clients feel informed and in control of their Investment
Plan. We start with a deep understanding of each client to align goals with
investment planning. We help clients use this awareness to direct their
energy to the things that matter most to them.
Pictured (left to right): Jeff Troutner, Jason Zahorenko, Judy Arntz,
Will Jonckheer, T. J. Troutner, Phil Jonckheer, Kari (Troutner) Humphrey,
Katie (Troutner) Calagui and David Wootton
415.382.2500, equiuspartners.com, Novato, CA
Preserving Family Wealth For The Next Generation