Broker Check

Investment Management and Advice

The Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. recognize the commitment and responsibility we undertake when we provide investment advice. That’s why we listen closely to your needs and objectives before recommending a course of action.

Worldwide capital markets fluctuation has reiterated the need for diligent risk management and a disciplined approach to managing investments. From providing thorough research to ongoing monitoring, our disciplined process helps keep us focused, rational and unemotional. Our core maxim is that “performance without process is just luck”. Here’s how our approach sets us apart:

  • We take a forward-looking and contrarian approach to the stock market and economic cycles. We respond to what the markets are actually doing, while considering where they may be heading.
  • We break from the traditional “buy, hold and hope” approach – the strategic portfolios and diversification strategy custom-designed by Registered Representatives of Equity Services, Inc. evolve and adapt to information we continuously gather from global market indicators and our research partners.
  • We keep fees and process transparent and easy to understand while providing a selection of sophisticated “all-weather” portfolios that are actively managed to balance risk and return through volatile bull and bear markets.

1 Securities and Investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC.

2 National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest chartered in 1955, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.

3 Living Benefits may be provided by optional Accelerated Benefits Riders. Riders are supplemental benefits that can be added to a life insurance policy and are not suitable unless you also have a need for life insurance. Riders are optional, may require additional premium and may not be available in all states or on all products. This is not a solicitation of any specific insurance policy. Payment of Accelerated Benefits will reduce the Cash Value and Death Benefit otherwise payable under the policy. Receipt of Accelerated Benefits may be a taxable event and may affect your eligibility for public assistance programs. Please consult your personal tax advisor to determine the tax status of any benefits paid under this rider and with social service agencies concerning how receipt of such a payment will affect you.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (610) 891-9700