Equinox Wealth Management
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About
Equinox Wealth Management provides investment management and financial planning to individuals, families, businesses and institutional clients, including retirement plans, foundations and endowments. The firm delivers customized, diversified portfolios focused on asset allocation and offers project-based or ongoing financial planning alongside portfolio services, with planning typically provided without a separate charge.
The firm’s investment approach is grounded in modern portfolio theory and uses fundamental security analysis, market trend and economic cycle analysis to build portfolios primarily from ETFs, stocks and bonds. Accounts are managed on a non-discretionary basis—recommendations are implemented only with client approval—and positions are monitored continuously with periodic reviews tied to market conditions and client circumstances.
What is distinctive about the firm is its work with pension and profit‑sharing/retirement plan clients—an institutional client focus that is less common for firms of this size—and the fact that it manages approximately $83.9 million for a relatively small client base, operating as a single‑advisor independent practice. The firm also relies on an institutional custodian platform for trade execution, reporting and practice support while not charging performance‑based fees.
Client services
Expertise
Fee options
1% annually
Main office
Santa Cruz CA
Advisors at this office
1
Most active in
California
Also doing business as
Equinox Wealth Management · Marinovic, Kristen L
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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