A complete list of active advisors currently associated with Equatorial Advisors, LLC

Warmer can help you find a great advisor at Equatorial Advisors, LLC or one who fits your needs even better.

Equatorial Advisors, LLC provides investment supervisory services, financial planning, and a hybrid robo‑advisory portfolio service to a mix of individual investors and institutional clients. The firm’s brochure lists client types that include individuals, high‑net‑worth individuals, pension and profit‑sharing plans, trusts, corporations and state or municipal government entities. The adviser documents client goals and risk tolerance in an Investment Policy Statement and combines algorithm‑based portfolio models with active oversight by the sole managing member to implement thematic portfolios. Its stated methods of analysis include charting, fundamental, technical, cyclical, geopolitical and behavioral approaches, and the firm may employ strategies such as long‑ and short‑term trading, margin, short sales and options. Distinctive features in the brochure include the principal’s ownership of an affiliated insurance brokerage, with disclosure that insurance products and commissions may be offered and could present conflicts of interest. The firm also discloses relationships with third‑party managers (Schafer Cullen, Franklin Templeton Global Advisors and Envestnet) and references fee‑sharing arrangements, and emphasizes that all accounts are reviewed directly by the sole advisor and there is no account minimum.

To learn more about the advisors currently working at Equatorial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.