Page 2 - Equus - Intoductory Book

Thank you for taking the time to consider Equus for your municipal bond investments. My team and I are grateful to have served the needs of our clients for over 10 years, and we understand that our business would not exist without the trust of our clients.
Equus was founded on the belief that under-researched bond markets provide a great investment opportunity. Through our in-depth research process, my team and I are able to uncover opportunities that large national firms may not consider.
With $175 million in assets under management and growing, I have been able to steadily increase resources to aid our research efforts. Local knowledge takes effort to acquire, so my team and I have traveled extensively in California and Colorado to see our investments with our own eyes.
In addition to providing research opportunities, my travels have shown me the powerful impact of client investments. I have seen projects ranging from new transportation corridors to charter schools leave a positive and lasting mark on local communities.
After working at a larger national firm for 21 years before starting Equus, I can attest to the flexibility, nimbleness, and focus on client objectives that my firm can bring to your financial goals.
In the following pages you will find more detailed information on our strategies, our research process, and most importantly, our people.
Sincerely yours, Ron Speaker
55 N. 4th Street ron@equusprivatewealth.com 970.963.9254