PRODUCT OFFERINGS

Empowering Advisors to Deliver Exceptional Value

Equi provides Wealth Advisors with the tools and expertise to stand out in a crowded market.

PREBUILT PRODUCTS

Equi Absolute Return Funds

Equi offers uncorrelated, absolute return strategies designed to enhance portfolios with tailored risk and return profiles. A great option for firms seeking innovative alternative investment solutions without committing to a custom-branded program.
• Equi Multi-Strategy Fund
• Equi Diversified Alpha Fund
• Equi Special Opportunity Funds

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CUSTOM FUNDS

Custom, Branded Diversification Solutions

Equi equips wealth advisory firms with the tools to differentiate themselves in a competitive market. Our platform and partnership simplifies the creation of custom diversification solutions leveraging the power of alternative investments.

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PRODUCT OFFERINGS

Custom Fund Solutions

Our platform offers custom-branded investment solutions, enabling you to deliver differentiated strategies that drive growth, enhance client relationships, and build lasting trust.

Evergreen Structure

No long lock-up periods or restricted investment windows.

Streamlined Reporting

Single subscription documents, annual tax K-1s, and digital onboarding.

Scalable Portfolio Models

Easily build and manage consistent, high-performing portfolios.

Integrations

Connect to your existing custodian and reporting

DIFFERENTIATION

What Makes Equi Different

By partnering with Equi, you gain access to niche, uncorrelated strategies and the operational expertise to deliver results.

Unique Investment Access

Equi proudly offers investments unavailable on any other wirehouse platform or marketplace (eg CAIS, iCapital, Opto, Glas Funds, etc).

Investment Research & Diligence

Original investment options are paired with institutional grade research, diligence, and summary IC memos for your team.

Portfolio Structuring and Creation

Analyze your existing model portfolios and build a solution that complements and improves them.

Marketing & Education Support

White-labeled proposals, branded materials, and tools to help you win clients.

What Investments Equi Provides

Differentiate, Don’t Replicate

What Equi Provides

Niche: Heavily diligenced small and mid-size strategies with $200M–$2B AUM and 5–10+ year documented track records.

Evergreen: Quarterly liquidity or better, open-ended structures.

Absolute Return: Low or zero beta, uncorrelated strategies including Hedge Funds, CTAs, and Private Credit.

What Your Competition Provides

Blue-Chip: Multi-billion-dollar firms or undifferentiated marketplace solutions.

Illiquid: 7–10 year lock-up periods or drawdown vehicles.

Repackaged Beta: Market-correlated investment products like Private Equity, Venture Capital, or Real Estate.

Empowering Advisors to Deliver Exceptional Value

Equi provides Wealth Advisors with the tools and expertise to stand out in a crowded market. Our platform offers custom-branded investment solutions, enabling you to deliver differentiated strategies that drive growth, enhance client relationships, and build lasting trust.