Page 3 - Equus - Intoductory Book
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Why Equus
We have distinct advantages over mutual funds, retail investors, and other large institutions.
Experts in California and Colorado
We only operate in two states. This allows us to dive deeper in state related issues, become familiar with issuers, and gain a better perspective of risks.
In-depth Credit Research
Our in-depth credit research allows us to build higher yielding and lower-rated portfolios. This provides greater total return opportunities for our clients.
Community Impact
We take pride in understanding how our clients’ investments impact communities, and we focus on understanding the potential environmental, social, and governance issues that arise.
Access to New Issues
Our decade of experience in the market has allowed us to build strong relationships with brokers to access the new issue and secondary markets.
Customized Portfolios
We are able to build customized portfolios based on client objectives, risk profiles, and industry preferences.
Boutique Level Service
As a smaller boutique money manager, we are better equipped to build relationships with our clients and offer direct access to the manager.
